Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Sell
934
-338
-27% -$121K 0.11% 83
2025
Q1
$346K Hold
1,272
0.12% 76
2024
Q4
$422K Sell
1,272
-18
-1% -$5.97K 0.15% 66
2024
Q3
$428K Sell
1,290
-307
-19% -$102K 0.16% 72
2024
Q2
$501K Sell
1,597
-32
-2% -$10K 0.2% 55
2024
Q1
$511K Sell
1,629
-30
-2% -$9.41K 0.21% 52
2023
Q4
$400K Sell
1,659
-7
-0.4% -$1.69K 0.19% 68
2023
Q3
$355K Sell
1,666
-843
-34% -$180K 0.18% 71
2023
Q2
$505K Buy
2,509
+890
+55% +$179K 0.26% 47
2023
Q1
$277K Buy
1,619
+30
+2% +$5.14K 0.15% 78
2022
Q4
$249K Buy
1,589
+39
+3% +$6.12K 0.17% 81
2022
Q3
$207K Buy
+1,550
New +$207K 0.16% 81