Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
64,490
-97
-0.2% -$2.81K 0.17% 133
2025
Q1
$1.83M Sell
64,587
-217
-0.3% -$6.14K 0.18% 128
2024
Q4
$1.48M Sell
64,804
-3,019
-4% -$68.7K 0.14% 147
2024
Q3
$1.49M Sell
67,823
-888
-1% -$19.5K 0.14% 150
2024
Q2
$1.31M Sell
68,711
-8,617
-11% -$165K 0.13% 159
2024
Q1
$1.36M Sell
77,328
-241
-0.3% -$4.24K 0.14% 142
2023
Q4
$1.3M Sell
77,569
-494
-0.6% -$8.29K 0.14% 141
2023
Q3
$1.17M Sell
78,063
-46
-0.1% -$691 0.14% 142
2023
Q2
$1.25M Hold
78,109
0.15% 142
2023
Q1
$1.5M Buy
+78,109
New +$1.5M 0.19% 125
2022
Q4
Hold
0
316