Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
7,698
-64
-0.8% -$2.84K 0.01% 823
2025
Q1
$257K Buy
7,762
+26
+0.3% +$861 0.01% 898
2024
Q4
$282K Buy
7,736
+2,032
+36% +$74.1K 0.01% 888
2024
Q3
$161K Sell
5,704
-6
-0.1% -$169 0.01% 998
2024
Q2
$147K Hold
5,710
0.01% 1008
2024
Q1
$142K Sell
5,710
-36
-0.6% -$895 ﹤0.01% 1051
2023
Q4
$105K Sell
5,746
-98
-2% -$1.79K ﹤0.01% 1081
2023
Q3
$109K Hold
5,844
﹤0.01% 1106
2023
Q2
$132K Hold
5,844
﹤0.01% 909
2023
Q1
$104K Hold
5,844
﹤0.01% 1014
2022
Q4
$105K Buy
+5,844
New +$105K ﹤0.01% 1059