Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
1,644
-71
-4% -$14.6K 0.11% 28
2025
Q1
$381K Hold
1,715
0.14% 19
2024
Q4
$429K Sell
1,715
-33
-2% -$8.26K 0.17% 17
2024
Q3
$407K Buy
1,748
+2
+0.1% +$466 0.15% 19
2024
Q2
$368K Sell
1,746
-42
-2% -$8.84K 0.14% 21
2024
Q1
$307K Sell
1,788
-535
-23% -$91.7K 0.12% 21
2023
Q4
$447K Sell
2,323
-3,246
-58% -$625K 0.19% 17
2023
Q3
$953K Hold
5,569
0.4% 10
2023
Q2
$1.08M Buy
5,569
+588
+12% +$114K 0.45% 10
2023
Q1
$821K Sell
4,981
-25
-0.5% -$4.12K 0.36% 10
2022
Q4
$650K Buy
5,006
+447
+10% +$58.1K 0.41% 10
2022
Q3
$0 Buy
+4,559
New ﹤0.01% 17