Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
646
-90
-12% -$42.2K 0.01% 209
2025
Q1
$343K Sell
736
-23
-3% -$10.7K 0.02% 210
2024
Q4
$318K Buy
759
+6
+0.8% +$2.51K 0.01% 216
2024
Q3
$359K Sell
753
-7
-0.9% -$3.34K 0.01% 207
2024
Q2
$333K Hold
760
0.01% 238
2024
Q1
$353K Sell
760
-34
-4% -$15.8K 0.01% 236
2023
Q4
$326K Sell
794
-4
-0.5% -$1.64K 0.01% 229
2023
Q3
$297K Hold
798
0.01% 232
2023
Q2
$304K Buy
798
+70
+10% +$26.7K 0.01% 226
2023
Q1
$259K Sell
728
-23
-3% -$8.18K 0.01% 234
2022
Q4
$245K Buy
+751
New +$245K 0.01% 249