Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
3,578
-340
-9% -$24.2K 0.05% 174
2025
Q1
$249K Hold
3,918
0.06% 161
2024
Q4
$296K Hold
3,918
0.07% 137
2024
Q3
$346K Buy
3,918
+525
+15% +$46.4K 0.08% 126
2024
Q2
$256K Sell
3,393
-100
-3% -$7.54K 0.06% 138
2024
Q1
$328K Buy
3,493
+100
+3% +$9.4K 0.08% 119
2023
Q4
$368K Hold
3,393
0.1% 110
2023
Q3
$324K Hold
3,393
0.1% 114
2023
Q2
$374K Hold
3,393
0.11% 108
2023
Q1
$416K Hold
3,393
0.13% 104
2022
Q4
$397K Buy
3,393
+369
+12% +$43.2K 0.12% 106
2022
Q3
$251K Buy
+3,024
New +$251K 0.09% 137