Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$760K Sell
4,579
-20
-0.4% -$3.32K 0.05% 229
2025
Q1
$787K Hold
4,599
0.06% 225
2024
Q4
$779K Sell
4,599
-407
-8% -$68.9K 0.05% 234
2024
Q3
$960K Sell
5,006
-800
-14% -$153K 0.06% 215
2024
Q2
$1.07M Hold
5,806
0.08% 201
2024
Q1
$1.13M Hold
5,806
0.08% 193
2023
Q4
$1.08M Buy
5,806
+842
+17% +$157K 0.08% 194
2023
Q3
$993K Buy
4,964
+3,869
+353% +$774K 0.1% 170
2023
Q2
$273K Sell
1,095
-25
-2% -$6.24K 0.04% 228
2023
Q1
$285K Hold
1,120
0.04% 219
2022
Q4
$259K Sell
1,120
-130
-10% -$30.1K 0.04% 219
2022
Q3
$275K Sell
1,250
-300
-19% -$66K 0.04% 200
2022
Q2
$333K Buy
+1,550
New +$333K 0.05% 190