Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Buy
412
+1
+0.2% +$989 0.24% 116
2025
Q1
$389K Sell
411
-22
-5% -$20.8K 0.24% 112
2024
Q4
$397K Buy
433
+5
+1% +$4.59K 0.24% 116
2024
Q3
$380K Sell
428
-11
-3% -$9.76K 0.22% 120
2024
Q2
$373K Hold
439
0.23% 121
2024
Q1
$321K Buy
439
+1
+0.2% +$732 0.2% 126
2023
Q4
$289K Hold
438
0.2% 133
2023
Q3
$247K Sell
438
-25
-5% -$14.1K 0.18% 140
2023
Q2
$249K Sell
463
-49
-10% -$26.4K 0.19% 136
2023
Q1
$254K Buy
512
+51
+11% +$25.3K 0.2% 133
2022
Q4
$221K Buy
+461
New +$221K 0.18% 146