Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$560K Sell
7,398
-699
-9% -$52.9K 0.07% 209
2025
Q1
$608K Buy
8,097
+189
+2% +$14.2K 0.08% 198
2024
Q4
$605K Sell
7,908
-275
-3% -$21K 0.08% 193
2024
Q3
$639K Hold
8,183
0.08% 194
2024
Q2
$584K Hold
8,183
0.08% 192
2024
Q1
$664K Hold
8,183
0.09% 182
2023
Q4
$598K Sell
8,183
-3,074
-27% -$225K 0.09% 181
2023
Q3
$744K Sell
11,257
-168
-1% -$11.1K 0.12% 165
2023
Q2
$848K Sell
11,425
-79
-0.7% -$5.86K 0.13% 159
2023
Q1
$888K Buy
11,504
+96
+0.8% +$7.41K 0.14% 155
2022
Q4
$872K Buy
11,408
+287
+3% +$21.9K 0.13% 152
2022
Q3
$786K Buy
+11,121
New +$786K 0.13% 158