Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
5,572
-870
-14% -$70.3K 0.04% 161
2025
Q1
$525K Hold
6,442
0.06% 132
2024
Q4
$470K Sell
6,442
-131
-2% -$9.57K 0.05% 148
2024
Q3
$391K Buy
6,573
+21
+0.3% +$1.25K 0.04% 212
2024
Q2
$335K Buy
6,552
+32
+0.5% +$1.64K 0.04% 220
2024
Q1
$350K Sell
6,520
-43
-0.7% -$2.31K 0.04% 226
2023
Q4
$297K Buy
6,563
+433
+7% +$19.6K 0.04% 229
2023
Q3
$302K Buy
6,130
+8
+0.1% +$394 0.05% 211
2023
Q2
$292K Buy
6,122
+8
+0.1% +$382 0.05% 219
2023
Q1
$242K Buy
6,114
+45
+0.7% +$1.78K 0.04% 237
2022
Q4
$249K Buy
6,069
+232
+4% +$9.52K 0.05% 225
2022
Q3
$226K Buy
5,837
+139
+2% +$5.38K 0.05% 225
2022
Q2
$194K Buy
5,698
+61
+1% +$2.08K 0.04% 240
2022
Q1
$178K Buy
5,637
+1,862
+49% +$58.8K 0.03% 293
2021
Q4
$93K Buy
+3,775
New +$93K 0.02% 419