Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Sell
2,140
-14
-0.6% -$3.07K 0.31% 59
2025
Q1
$410K Buy
2,154
+14
+0.7% +$2.66K 0.3% 60
2024
Q4
$469K Hold
2,140
0.33% 60
2024
Q3
$399K Hold
2,140
0.28% 65
2024
Q2
$414K Buy
2,140
+40
+2% +$7.73K 0.35% 59
2024
Q1
$379K Hold
2,100
0.31% 62
2023
Q4
$319K Hold
2,100
0.29% 57
2023
Q3
$267K Hold
2,100
0.26% 55
2023
Q2
$274K Sell
2,100
-2,000
-49% -$261K 0.25% 54
2023
Q1
$423K Hold
4,100
0.42% 45
2022
Q4
$344K Buy
+4,100
New +$344K 0.35% 48