Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
2,392
+33
+1% +$3.48K 0.01% 196
2025
Q1
$262K Buy
2,359
+3
+0.1% +$334 0.02% 142
2024
Q4
$244K Hold
2,356
0.02% 141
2024
Q3
$263K Sell
2,356
-2,359
-50% -$264K 0.02% 141
2024
Q2
$421K Sell
4,715
-585
-11% -$52.2K 0.03% 130
2024
Q1
$455K Hold
5,300
0.03% 127
2023
Q4
$437K Buy
5,300
+340
+7% +$28.1K 0.03% 122
2023
Q3
$381K Buy
4,960
+2,089
+73% +$160K 0.03% 122
2023
Q2
$200K Buy
+2,871
New +$200K 0.02% 147
2023
Q1
Sell
-2,818
Closed -$203K 148
2022
Q4
$203K Buy
+2,818
New +$203K 0.02% 133