Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$591K Hold
8,400
0.69% 31
2025
Q1
$616K Sell
8,400
-255
-3% -$18.7K 0.75% 30
2024
Q4
$542K Sell
8,655
-95
-1% -$5.95K 0.54% 34
2024
Q3
$577K Sell
8,750
-120
-1% -$7.91K 0.58% 32
2024
Q2
$640K Hold
8,870
0.65% 30
2024
Q1
$595K Sell
8,870
-800
-8% -$53.6K 0.62% 31
2023
Q4
$636K Hold
9,670
0.64% 31
2023
Q3
$623K Hold
9,670
0.67% 32
2023
Q2
$584K Sell
9,670
-630
-6% -$38K 0.48% 33
2023
Q1
$593K Hold
10,300
0.41% 34
2022
Q4
$587K Hold
10,300
0.69% 32
2022
Q3
$513K Sell
10,300
-320
-3% -$15.9K 0.66% 33
2022
Q2
$555K Buy
10,620
+20
+0.2% +$1.05K 0.38% 45
2022
Q1
$582K Buy
+10,600
New +$582K 0.33% 49