Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$715K Hold
7,784
0.03% 126
2025
Q1
$685K Sell
7,784
-1,390
-15% -$122K 0.03% 120
2024
Q4
$849K Sell
9,174
-337
-4% -$31.2K 0.03% 117
2024
Q3
$882K Hold
9,511
0.03% 116
2024
Q2
$713K Hold
9,511
0.03% 118
2024
Q1
$820K Sell
9,511
-219
-2% -$18.9K 0.03% 131
2023
Q4
$673K Hold
9,730
0.02% 131
2023
Q3
$533K Hold
9,730
0.02% 141
2023
Q2
$542K Hold
9,730
0.02% 143
2023
Q1
$495K Buy
9,730
+1,050
+12% +$53.4K 0.02% 147
2022
Q4
$345K Hold
8,680
0.01% 150
2022
Q3
$280K Hold
8,680
0.01% 153
2022
Q2
$302K Sell
8,680
-2,853
-25% -$99.3K 0.01% 158
2022
Q1
$462K Sell
11,533
-419
-4% -$16.8K 0.01% 159
2021
Q4
$631K Hold
11,952
0.01% 153
2021
Q3
$559K Sell
11,952
-8,698
-42% -$407K 0.01% 154
2021
Q2
$1.05M Buy
+20,650
New +$1.05M 0.02% 137