Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Hold
5,195
0.1% 45
2025
Q1
$278K Sell
5,195
-804
-13% -$43K 0.11% 41
2024
Q4
$287K Sell
5,999
-1,060
-15% -$50.7K 0.11% 39
2024
Q3
$314K Hold
7,059
0.12% 38
2024
Q2
$301K Hold
7,059
0.12% 43
2024
Q1
$293K Hold
7,059
0.13% 47
2023
Q4
$259K Hold
7,059
0.12% 47
2023
Q3
$251K Hold
7,059
0.13% 46
2023
Q2
$240K Hold
7,059
0.12% 67
2023
Q1
$243K Buy
7,059
+866
+14% +$29.8K 0.13% 69
2022
Q4
$203K Buy
+6,193
New +$203K 0.13% 69