Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Hold
5,811
0.05% 236
2025
Q1
$369K Sell
5,811
-10
-0.2% -$635 0.05% 244
2024
Q4
$440K Sell
5,821
-1,993
-26% -$151K 0.06% 222
2024
Q3
$691K Sell
7,814
-330
-4% -$29.2K 0.09% 185
2024
Q2
$614K Buy
8,144
+60
+0.7% +$4.52K 0.09% 189
2024
Q1
$760K Buy
8,084
+286
+4% +$26.9K 0.1% 171
2023
Q4
$847K Sell
7,798
-1,018
-12% -$111K 0.13% 158
2023
Q3
$843K Buy
8,816
+375
+4% +$35.9K 0.13% 158
2023
Q2
$932K Buy
8,441
+256
+3% +$28.3K 0.14% 153
2023
Q1
$1M Buy
8,185
+197
+2% +$24.2K 0.16% 152
2022
Q4
$935K Sell
7,988
-997
-11% -$117K 0.14% 147
2022
Q3
$747K Buy
+8,985
New +$747K 0.12% 164