Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Sell
4,488
-180
-4% -$18.9K 0.1% 190
2025
Q1
$468K Sell
4,668
-90
-2% -$9.03K 0.12% 173
2024
Q4
$523K Buy
4,758
+1,345
+39% +$148K 0.12% 171
2024
Q3
$396K Hold
3,413
0.09% 197
2024
Q2
$339K Sell
3,413
-500
-13% -$49.7K 0.08% 217
2024
Q1
$427K Sell
3,913
-50
-1% -$5.46K 0.11% 191
2023
Q4
$407K Hold
3,963
0.11% 175
2023
Q3
$392K Hold
3,963
0.12% 165
2023
Q2
$418K Buy
3,963
+60
+2% +$6.34K 0.12% 153
2023
Q1
$376K Hold
3,903
0.11% 169
2022
Q4
$337K Sell
3,903
-67
-2% -$5.78K 0.11% 160
2022
Q3
$299K Buy
+3,970
New +$299K 0.1% 173