Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
1,277
-20
-2% -$4.55K 0.17% 105
2025
Q1
$316K Hold
1,297
0.21% 99
2024
Q4
$365K Sell
1,297
-30
-2% -$8.44K 0.25% 91
2024
Q3
$363K Sell
1,327
-40
-3% -$10.9K 0.25% 88
2024
Q2
$410K Hold
1,367
0.3% 76
2024
Q1
$396K Hold
1,367
0.3% 78
2023
Q4
$346K Sell
1,367
-55
-4% -$13.9K 0.27% 81
2023
Q3
$377K Sell
1,422
-75
-5% -$19.9K 0.33% 67
2023
Q2
$371K Hold
1,497
0.31% 72
2023
Q1
$342K Sell
1,497
-42
-3% -$9.6K 0.29% 77
2022
Q4
$267K Sell
1,539
-98
-6% -$17K 0.22% 88
2022
Q3
$243K Hold
1,637
0.22% 91
2022
Q2
$371K Buy
1,637
+500
+44% +$113K 0.35% 68
2022
Q1
$263K Hold
1,137
0.24% 86
2021
Q4
$294K Sell
1,137
-5
-0.4% -$1.29K 0.26% 80
2021
Q3
$250K Buy
+1,142
New +$250K 0.24% 84
2021
Q1
$422K Buy
+1,487
New +$422K 0.42% 51