Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
1,310
+1
+0.1% +$295 0.08% 72
2025
Q1
$326K Sell
1,309
-16
-1% -$3.98K 0.07% 72
2024
Q4
$291K Sell
1,325
-263
-17% -$57.8K 0.06% 83
2024
Q3
$351K Hold
1,588
0.07% 82
2024
Q2
$275K Buy
1,588
+12
+0.8% +$2.08K 0.06% 90
2024
Q1
$301K Buy
1,576
+116
+8% +$22.2K 0.07% 86
2023
Q4
$239K Buy
+1,460
New +$239K 0.06% 96
2022
Q4
Sell
-1,962
Closed -$233K 102
2022
Q3
$233K Hold
1,962
0.08% 91
2022
Q2
$277K Hold
1,962
0.09% 83
2022
Q1
$255K Sell
1,962
-368
-16% -$47.8K 0.07% 91
2021
Q4
$311K Buy
+2,330
New +$311K 0.08% 79