Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
3,007
-461
-13% -$39.6K 0.08% 106
2025
Q1
$290K Buy
3,468
+281
+9% +$23.5K 0.09% 106
2024
Q4
$269K Buy
3,187
+9
+0.3% +$759 0.09% 116
2024
Q3
$278K Buy
+3,178
New +$278K 0.1% 106
2024
Q1
$295K Sell
3,158
-18,518
-85% -$1.73M 0.12% 103
2023
Q4
$75.2K Buy
21,676
+18,327
+547% +$63.6K 0.03% 118
2023
Q3
$244K Hold
3,349
0.11% 101
2023
Q2
$289K Sell
3,349
-200
-6% -$17.3K 0.12% 84
2023
Q1
$259K Hold
3,549
0.12% 91
2022
Q4
$239K Buy
+3,549
New +$239K 0.14% 76