Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Sell
855
-1,340
-61% -$305K 0.11% 99
2025
Q1
$535K Sell
2,195
-110
-5% -$26.8K 0.33% 57
2024
Q4
$648K Hold
2,305
0.38% 48
2024
Q3
$631K Hold
2,305
0.39% 51
2024
Q2
$691K Sell
2,305
-60
-3% -$18K 0.44% 46
2024
Q1
$685K Buy
2,365
+606
+34% +$176K 0.49% 47
2023
Q4
$445K Hold
1,759
0.35% 66
2023
Q3
$466K Buy
1,759
+300
+21% +$79.5K 0.42% 62
2023
Q2
$362K Hold
1,459
0.31% 81
2023
Q1
$333K Buy
1,459
+18
+1% +$4.11K 0.32% 76
2022
Q4
$250K Buy
+1,441
New +$250K 0.27% 83