Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Sell
3,877
-818
-17% -$66.8K 0.16% 79
2025
Q1
$466K Sell
4,695
-30
-0.6% -$2.98K 0.15% 74
2024
Q4
$474K Sell
4,725
-50
-1% -$5.02K 0.14% 82
2024
Q3
$435K Sell
4,775
-152
-3% -$13.9K 0.13% 90
2024
Q2
$402K Sell
4,927
-41
-0.8% -$3.34K 0.13% 93
2024
Q1
$398K Sell
4,968
-1,217
-20% -$97.6K 0.14% 88
2023
Q4
$434K Sell
6,185
-3,043
-33% -$214K 0.16% 84
2023
Q3
$585K Buy
9,228
+8,933
+3,028% +$567K 0.25% 68
2023
Q2
$18.2K Hold
295
0.01% 408
2023
Q1
$18.7K Hold
295
0.01% 346
2022
Q4
$19.4K Hold
295
0.01% 323
2022
Q3
$15K Hold
295
0.01% 368
2022
Q2
$16K Hold
295
0.01% 388
2022
Q1
$21K Buy
295
+145
+97% +$10.3K 0.01% 363
2021
Q4
$9K Hold
150
﹤0.01% 522
2021
Q3
$9K Buy
+150
New +$9K ﹤0.01% 510