Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
7,834
+2,142
+38% +$82.3K 0.1% 41
2025
Q1
$221K Buy
+5,692
New +$221K 0.08% 45
2024
Q4
Sell
-6,229
Closed -$255K 49
2024
Q3
$255K Hold
6,229
0.09% 40
2024
Q2
$240K Hold
6,229
0.1% 37
2024
Q1
$267K Sell
6,229
-40
-0.6% -$1.72K 0.11% 33
2023
Q4
$232K Buy
6,269
+40
+0.6% +$1.48K 0.1% 36
2023
Q3
$226K Hold
6,229
0.11% 35
2023
Q2
$222K Sell
6,229
-47
-0.7% -$1.68K 0.11% 37
2023
Q1
$223K Buy
6,276
+582
+10% +$20.7K 0.12% 36
2022
Q4
$200K Buy
+5,694
New +$200K 0.2% 39