Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$187K Hold
18,036
0.01% 823
2025
Q1
$186K Sell
18,036
-1,879
-9% -$19.3K 0.01% 801
2024
Q4
$190K Sell
19,915
-235
-1% -$2.24K 0.01% 813
2024
Q3
$213K Buy
20,150
+750
+4% +$7.94K 0.01% 767
2024
Q2
$160K Sell
19,400
-600
-3% -$4.96K 0.01% 788
2024
Q1
$170K Sell
20,000
-600
-3% -$5.09K 0.01% 831
2023
Q4
$170K Sell
20,600
-400
-2% -$3.29K 0.01% 773
2023
Q3
$175K Sell
21,000
-990
-5% -$8.25K 0.01% 765
2023
Q2
$184K Buy
21,990
+200
+0.9% +$1.68K 0.01% 762
2023
Q1
$177K Sell
21,790
-1,439
-6% -$11.7K 0.01% 764
2022
Q4
$186K Sell
23,229
-1,389
-6% -$11.1K 0.01% 751
2022
Q3
$150K Buy
+24,618
New +$150K 0.01% 735