Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$403K Buy
4,235
+16
+0.4% +$1.52K ﹤0.01% 429
2025
Q1
$411K Sell
4,219
-57
-1% -$5.55K ﹤0.01% 419
2024
Q4
$445K Sell
4,276
-604
-12% -$62.8K 0.01% 385
2024
Q3
$482K Sell
4,880
-11
-0.2% -$1.09K 0.01% 372
2024
Q2
$606K Buy
4,891
+1,564
+47% +$194K 0.01% 375
2024
Q1
$325K Sell
3,327
-533
-14% -$52.1K 0.01% 420
2023
Q4
$377K Hold
3,860
0.01% 401
2023
Q3
$328K Buy
3,860
+22
+0.6% +$1.87K 0.01% 421
2023
Q2
$321K Sell
3,838
-96
-2% -$8.03K 0.01% 442
2023
Q1
$288K Buy
3,934
+16
+0.4% +$1.17K 0.01% 408
2022
Q4
$259K Buy
3,918
+156
+4% +$10.3K 0.01% 413
2022
Q3
$210K Buy
+3,762
New +$210K ﹤0.01% 440