Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
1,581
-314
-17% -$41.5K 0.02% 166
2025
Q1
$284K Buy
1,895
+162
+9% +$24.3K 0.03% 135
2024
Q4
$264K Buy
1,733
+66
+4% +$10K 0.02% 127
2024
Q3
$284K Buy
1,667
+411
+33% +$69.9K 0.03% 125
2024
Q2
$207K Hold
1,256
0.02% 141
2024
Q1
$220K Sell
1,256
-35
-3% -$6.13K 0.02% 137
2023
Q4
$219K Hold
1,291
0.02% 135
2023
Q3
$219K Hold
1,291
0.03% 133
2023
Q2
$239K Hold
1,291
0.03% 138
2023
Q1
$235K Sell
1,291
-248
-16% -$45.2K 0.03% 133
2022
Q4
$278K Buy
+1,539
New +$278K 0.04% 126