Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
3,531
+2
+0.1% +$210 0.01% 910
2025
Q1
$352K Buy
3,529
+26
+0.7% +$2.6K 0.01% 878
2024
Q4
$383K Buy
3,503
+2
+0.1% +$219 0.01% 837
2024
Q3
$402K Hold
3,501
0.01% 822
2024
Q2
$349K Hold
3,501
0.01% 860
2024
Q1
$387K Buy
+3,501
New +$387K 0.01% 862
2023
Q4
Sell
-2,452
Closed -$241K 968
2023
Q3
$241K Sell
2,452
-217
-8% -$21.4K 0.01% 1010
2023
Q2
$281K Hold
2,669
0.01% 964
2023
Q1
$257K Sell
2,669
-60
-2% -$5.78K 0.01% 1065
2022
Q4
$235K Hold
2,729
0.01% 1074
2022
Q3
$205K Sell
2,729
-43
-2% -$3.23K 0.01% 1105
2022
Q2
$221K Buy
+2,772
New +$221K 0.01% 1117