Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
2,124
-100
-4% -$27.9K 0.16% 121
2025
Q1
$693K Sell
2,224
-5
-0.2% -$1.56K 0.18% 118
2024
Q4
$581K Buy
2,229
+55
+3% +$14.3K 0.15% 127
2024
Q3
$701K Hold
2,174
0.18% 118
2024
Q2
$679K Sell
2,174
-10
-0.5% -$3.13K 0.18% 114
2024
Q1
$621K Buy
2,184
+56
+3% +$15.9K 0.17% 124
2023
Q4
$613K Buy
2,128
+100
+5% +$28.8K 0.2% 107
2023
Q3
$545K Hold
2,028
0.2% 113
2023
Q2
$450K Sell
2,028
-1
-0% -$222 0.17% 130
2023
Q1
$490K Buy
2,029
+1
+0% +$242 0.2% 115
2022
Q4
$533K Buy
2,028
+270
+15% +$70.9K 0.25% 98
2022
Q3
$397K Sell
1,758
-1
-0.1% -$226 0.19% 130
2022
Q2
$428K Buy
1,759
+10
+0.6% +$2.43K 0.2% 131
2022
Q1
$423K Buy
+1,749
New +$423K 0.16% 150