Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$166K Hold
12,553
0.08% 178
2025
Q1
$166K Sell
12,553
-1,087
-8% -$14.4K 0.08% 178
2024
Q4
$191K Sell
13,640
-1,165
-8% -$16.3K 0.08% 177
2024
Q3
$176K Buy
14,805
+324
+2% +$3.86K 0.08% 176
2024
Q2
$162K Hold
14,481
0.08% 166
2024
Q1
$158K Sell
14,481
-272
-2% -$2.97K 0.08% 184
2023
Q4
$183K Buy
+14,753
New +$183K 0.09% 180
2023
Q3
Sell
-14,265
Closed -$157K 59
2023
Q2
$157K Buy
14,265
+749
+6% +$8.25K 0.08% 164
2023
Q1
$120K Buy
+13,516
New +$120K 0.07% 165