Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Sell
15,572
-116
-0.7% -$3.18K 0.2% 85
2025
Q1
$443K Hold
15,688
0.22% 83
2024
Q4
$357K Buy
15,688
+3,881
+33% +$88.4K 0.18% 94
2024
Q3
$260K Buy
11,807
+3,310
+39% +$72.8K 0.13% 111
2024
Q2
$162K Sell
8,497
-707
-8% -$13.5K 0.09% 139
2024
Q1
$162K Hold
9,204
0.08% 138
2023
Q4
$154K Buy
9,204
+205
+2% +$3.44K 0.09% 143
2023
Q3
$135K Hold
8,999
0.08% 147
2023
Q2
$131K Buy
+8,999
New +$131K 0.08% 148