Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
1,588
-50
-3% -$7.61K 0.1% 104
2025
Q1
$241K Hold
1,638
0.11% 106
2024
Q4
$211K Sell
1,638
-65
-4% -$8.39K 0.1% 108
2024
Q3
$233K Sell
1,703
-215
-11% -$29.4K 0.1% 107
2024
Q2
$196K Sell
1,918
-1,407
-42% -$144K 0.1% 114
2024
Q1
$295K Buy
3,325
+60
+2% +$5.32K 0.15% 95
2023
Q4
$298K Sell
3,265
-37
-1% -$3.38K 0.17% 89
2023
Q3
$258K Hold
3,302
0.14% 91
2023
Q2
$276K Buy
3,302
+21
+0.6% +$1.76K 0.15% 94
2023
Q1
$288K Sell
3,281
-59
-2% -$5.19K 0.17% 97
2022
Q4
$335K Hold
3,340
0.2% 86
2022
Q3
$309K Buy
3,340
+185
+6% +$17.1K 0.2% 86
2022
Q2
$341K Buy
3,155
+36
+1% +$3.89K 0.2% 83
2022
Q1
$388K Hold
3,119
0.2% 81
2021
Q4
$463K Buy
+3,119
New +$463K 0.22% 70