Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
2,686
+12
+0.4% +$1.28K 0.01% 663
2025
Q1
$235K Sell
2,674
-232
-8% -$20.4K 0.01% 727
2024
Q4
$337K Buy
2,906
+100
+4% +$11.6K 0.02% 631
2024
Q3
$347K Buy
2,806
+50
+2% +$6.18K 0.02% 617
2024
Q2
$355K Sell
2,756
-419
-13% -$54K 0.02% 575
2024
Q1
$333K Hold
3,175
0.02% 636
2023
Q4
$280K Buy
3,175
+8
+0.3% +$705 0.02% 650
2023
Q3
$240K Hold
3,167
0.02% 669
2023
Q2
$242K Sell
3,167
-2,274
-42% -$174K 0.02% 690
2023
Q1
$347K Sell
5,441
-410
-7% -$26.2K 0.02% 552
2022
Q4
$351K Buy
+5,851
New +$351K 0.02% 525