Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Buy
1,890
+160
+9% +$11.3K 0.02% 298
2025
Q1
$127K Sell
1,730
-782
-31% -$57.3K 0.02% 292
2024
Q4
$157K Sell
2,512
-507
-17% -$31.8K 0.02% 245
2024
Q3
$199K Sell
3,019
-270
-8% -$17.8K 0.03% 222
2024
Q2
$237K Sell
3,289
-107
-3% -$7.72K 0.04% 200
2024
Q1
$228K Hold
3,396
0.04% 210
2023
Q4
$223K Buy
3,396
+1,437
+73% +$94.6K 0.04% 210
2023
Q3
$126K Buy
1,959
+37
+2% +$2.38K 0.03% 257
2023
Q2
$116K Sell
1,922
-71
-4% -$4.29K 0.02% 274
2023
Q1
$115K Buy
1,993
+76
+4% +$4.37K 0.02% 275
2022
Q4
$109K Buy
+1,917
New +$109K 0.02% 278