Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
1,181
-102
-8% -$22.3K 0.06% 175
2025
Q1
$179K Buy
1,283
+90
+8% +$12.6K 0.05% 194
2024
Q4
$199K Buy
1,193
+26
+2% +$4.33K 0.06% 200
2024
Q3
$199K Hold
1,167
0.06% 210
2024
Q2
$165K Sell
1,167
-62
-5% -$8.75K 0.05% 233
2024
Q1
$154K Buy
1,229
+4
+0.3% +$502 0.06% 263
2023
Q4
$129K Sell
1,225
-818
-40% -$86.2K 0.05% 274
2023
Q3
$216K Sell
2,043
-1,323
-39% -$140K 0.06% 228
2023
Q2
$401K Sell
3,366
-177
-5% -$21.1K 0.11% 165
2023
Q1
$329K Sell
3,543
-2,431
-41% -$226K 0.09% 188
2022
Q4
$488K Buy
+5,974
New +$488K 0.14% 152