Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Hold
4,950
0.17% 62
2025
Q1
$363K Hold
4,950
0.18% 61
2024
Q4
$310K Sell
4,950
-716
-13% -$44.9K 0.16% 65
2024
Q3
$374K Hold
5,666
0.19% 58
2024
Q2
$409K Sell
5,666
-600
-10% -$43.3K 0.21% 51
2024
Q1
$420K Sell
6,266
-89
-1% -$5.97K 0.22% 53
2023
Q4
$418K Sell
6,355
-100
-2% -$6.58K 0.23% 49
2023
Q3
$416K Sell
6,455
-200
-3% -$12.9K 0.24% 46
2023
Q2
$402K Hold
6,655
0.22% 54
2023
Q1
$383K Sell
6,655
-100
-1% -$5.75K 0.24% 53
2022
Q4
$385K Sell
6,755
-200
-3% -$11.4K 0.24% 54
2022
Q3
$346K Hold
6,955
0.23% 55
2022
Q2
$364K Buy
+6,955
New +$364K 0.24% 49