Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$836K Sell
4,679
-465
-9% -$83K 0.03% 228
2025
Q1
$824K Sell
5,144
-20
-0.4% -$3.21K 0.03% 217
2024
Q4
$899K Sell
5,164
-285
-5% -$49.6K 0.03% 210
2024
Q3
$1.23M Sell
5,449
-31
-0.6% -$7.02K 0.04% 200
2024
Q2
$1.23M Sell
5,480
-25
-0.5% -$5.6K 0.04% 204
2024
Q1
$1.41M Sell
5,505
-402
-7% -$103K 0.05% 202
2023
Q4
$1.34M Sell
5,907
-451
-7% -$103K 0.05% 204
2023
Q3
$1.28M Sell
6,358
-45
-0.7% -$9.08K 0.05% 197
2023
Q2
$1.17M Hold
6,403
0.04% 208
2023
Q1
$1.25M Sell
6,403
-23
-0.4% -$4.48K 0.05% 202
2022
Q4
$1.15M Hold
6,426
0.05% 211
2022
Q3
$1M Hold
6,426
0.04% 213
2022
Q2
$1.01M Buy
+6,426
New +$1.01M 0.04% 211