Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
4,315
-80
-2% -$3.85K 0.06% 198
2025
Q1
$213K Buy
4,395
+150
+4% +$7.28K 0.07% 191
2024
Q4
$207K Hold
4,245
0.06% 198
2024
Q3
$264K Hold
4,245
0.08% 183
2024
Q2
$242K Sell
4,245
-95
-2% -$5.42K 0.07% 181
2024
Q1
$250K Buy
4,340
+245
+6% +$14.1K 0.08% 182
2023
Q4
$280K Hold
4,095
0.09% 171
2023
Q3
$233K Hold
4,095
0.08% 178
2023
Q2
$244K Sell
4,095
-170
-4% -$10.1K 0.08% 176
2023
Q1
$270K Hold
4,265
0.09% 160
2022
Q4
$265K Hold
4,265
0.09% 156
2022
Q3
$213K Sell
4,265
-120
-3% -$5.99K 0.08% 174
2022
Q2
$246K Sell
4,385
-267
-6% -$15K 0.08% 161
2022
Q1
$321K Buy
+4,652
New +$321K 0.09% 159