Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Hold
531
0.07% 111
2025
Q1
$352K Buy
531
+35
+7% +$23.2K 0.07% 117
2024
Q4
$344K Sell
496
-530
-52% -$367K 0.06% 118
2024
Q3
$855K Sell
1,026
-100
-9% -$83.3K 0.15% 89
2024
Q2
$949K Sell
1,126
-20
-2% -$16.9K 0.18% 80
2024
Q1
$1,000K Sell
1,146
-25
-2% -$21.8K 0.2% 73
2023
Q4
$886K Hold
1,171
0.18% 84
2023
Q3
$689K Sell
1,171
-53
-4% -$31.2K 0.16% 90
2023
Q2
$887K Sell
1,224
-47
-4% -$34.1K 0.19% 82
2023
Q1
$865K Sell
1,271
-35
-3% -$23.8K 0.2% 83
2022
Q4
$714K Hold
1,306
0.17% 94
2022
Q3
$542K Buy
+1,306
New +$542K 0.13% 95