Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Sell
3,769
-133
-3% -$14.2K 0.04% 141
2025
Q1
$343K Hold
3,902
0.04% 148
2024
Q4
$453K Buy
3,902
+59
+2% +$6.85K 0.06% 132
2024
Q3
$403K Buy
3,843
+1
+0% +$105 0.06% 125
2024
Q2
$495K Sell
3,842
-1
-0% -$129 0.07% 113
2024
Q1
$403K Sell
3,843
-20
-0.5% -$2.1K 0.06% 125
2023
Q4
$341K Sell
3,863
-657
-15% -$57.9K 0.05% 132
2023
Q3
$343K Sell
4,520
-3,115
-41% -$236K 0.06% 132
2023
Q2
$583K Buy
+7,635
New +$583K 0.1% 112