Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Hold
285
0.06% 121
2025
Q1
$109K Sell
285
-148
-34% -$56.8K 0.07% 120
2024
Q4
$193K Buy
433
+2
+0.5% +$889 0.11% 102
2024
Q3
$223K Sell
431
-20
-4% -$10.4K 0.14% 94
2024
Q2
$251K Sell
451
-248
-35% -$138K 0.16% 92
2024
Q1
$353K Sell
699
-19
-3% -$9.59K 0.25% 77
2023
Q4
$428K Buy
718
+224
+45% +$134K 0.33% 71
2023
Q3
$252K Sell
494
-400
-45% -$204K 0.22% 91
2023
Q2
$437K Sell
894
-982
-52% -$480K 0.37% 66
2023
Q1
$723K Sell
1,876
-19
-1% -$7.32K 0.69% 34
2022
Q4
$638K Buy
+1,895
New +$638K 0.69% 41