Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
13,572
-124
-0.9% -$2.07K ﹤0.01% 801
2025
Q1
$225K Sell
13,696
-892
-6% -$14.6K ﹤0.01% 773
2024
Q4
$284K Buy
14,588
+192
+1% +$3.73K ﹤0.01% 729
2024
Q3
$467K Buy
14,396
+554
+4% +$18K ﹤0.01% 621
2024
Q2
$530K Sell
13,842
-355
-3% -$13.6K ﹤0.01% 585
2024
Q1
$500K Buy
14,197
+1,084
+8% +$38.2K ﹤0.01% 609
2023
Q4
$425K Sell
13,113
-349
-3% -$11.3K ﹤0.01% 561
2023
Q3
$360K Sell
13,462
-823
-6% -$22K ﹤0.01% 564
2023
Q2
$351K Sell
14,285
-222
-2% -$5.46K ﹤0.01% 587
2023
Q1
$417K Sell
14,507
-361
-2% -$10.4K ﹤0.01% 554
2022
Q4
$406K Buy
+14,868
New +$406K ﹤0.01% 553