Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$457K Buy
6,492
+7
+0.1% +$493 0.09% 130
2025
Q1
$475K Hold
6,485
0.09% 132
2024
Q4
$406K Hold
6,485
0.08% 135
2024
Q3
$428K Buy
6,485
+275
+4% +$18.1K 0.08% 135
2024
Q2
$448K Hold
6,210
0.09% 122
2024
Q1
$416K Hold
6,210
0.08% 125
2023
Q4
$409K Hold
6,210
0.09% 119
2023
Q3
$400K Hold
6,210
0.09% 113
2023
Q2
$375K Sell
6,210
-719
-10% -$43.4K 0.08% 121
2023
Q1
$399K Sell
6,929
-900
-11% -$51.8K 0.09% 112
2022
Q4
$446K Hold
7,829
0.1% 113
2022
Q3
$390K Hold
7,829
0.1% 115
2022
Q2
$409K Sell
7,829
-1,100
-12% -$57.5K 0.1% 113
2022
Q1
$490K Buy
+8,929
New +$490K 0.11% 111