Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93K Hold
4,153
0.05% 138
2025
Q1
$94.3K Sell
4,153
-2,059
-33% -$46.8K 0.05% 136
2024
Q4
$125K Sell
6,212
-2,555
-29% -$51.2K 0.07% 121
2024
Q3
$206K Buy
8,767
+27
+0.3% +$633 0.11% 101
2024
Q2
$271K Sell
8,740
-85
-1% -$2.63K 0.15% 86
2024
Q1
$390K Buy
8,825
+14
+0.2% +$618 0.23% 73
2023
Q4
$443K Buy
8,811
+13
+0.1% +$653 0.28% 61
2023
Q3
$313K Sell
8,798
-128
-1% -$4.55K 0.22% 69
2023
Q2
$298K Buy
8,926
+21
+0.2% +$702 0.21% 69
2023
Q1
$291K Buy
8,905
+50
+0.6% +$1.63K 0.21% 67
2022
Q4
$234K Buy
+8,855
New +$234K 0.16% 68