Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
2,866
-113
-4% -$8.33K 0.07% 130
2025
Q1
$233K Sell
2,979
-491
-14% -$38.4K 0.08% 118
2024
Q4
$408K Sell
3,470
-84
-2% -$9.89K 0.13% 99
2024
Q3
$383K Sell
3,554
-116
-3% -$12.5K 0.12% 106
2024
Q2
$320K Hold
3,670
0.11% 114
2024
Q1
$323K Sell
3,670
-174
-5% -$15.3K 0.11% 113
2023
Q4
$284K Hold
3,844
0.11% 120
2023
Q3
$219K Sell
3,844
-1
-0% -$57 0.09% 136
2023
Q2
$243K Hold
3,845
0.09% 130
2023
Q1
$248K Sell
3,845
-247
-6% -$15.9K 0.1% 128
2022
Q4
$205K Buy
+4,092
New +$205K 0.08% 136