Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Hold
1,495
0.08% 147
2025
Q1
$364K Sell
1,495
-30
-2% -$7.31K 0.09% 136
2024
Q4
$429K Sell
1,525
-20
-1% -$5.63K 0.11% 129
2024
Q3
$423K Buy
1,545
+111
+8% +$30.4K 0.11% 128
2024
Q2
$430K Sell
1,434
-30
-2% -$9K 0.11% 125
2024
Q1
$424K Sell
1,464
-70
-5% -$20.3K 0.11% 127
2023
Q4
$388K Buy
1,534
+29
+2% +$7.34K 0.11% 134
2023
Q3
$399K Hold
1,505
0.12% 130
2023
Q2
$373K Sell
1,505
-60
-4% -$14.9K 0.11% 133
2023
Q1
$358K Sell
1,565
-90
-5% -$20.6K 0.11% 136
2022
Q4
$287K Buy
1,655
+65
+4% +$11.3K 0.09% 146
2022
Q3
$236K Buy
1,590
+35
+2% +$5.2K 0.08% 150
2022
Q2
$353K Sell
1,555
-115
-7% -$26.1K 0.11% 136
2022
Q1
$386K Buy
1,670
+185
+12% +$42.8K 0.1% 140
2021
Q4
$384K Buy
+1,485
New +$384K 0.1% 141