Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
1,467
-200
-12% -$31.2K 0.09% 183
2025
Q1
$275K Hold
1,667
0.12% 149
2024
Q4
$272K Sell
1,667
-53
-3% -$8.64K 0.1% 172
2024
Q3
$336K Sell
1,720
-100
-5% -$19.5K 0.12% 150
2024
Q2
$316K Sell
1,820
-447
-20% -$77.5K 0.11% 144
2024
Q1
$384K Hold
2,267
0.14% 128
2023
Q4
$448K Hold
2,267
0.17% 118
2023
Q3
$394K Hold
2,267
0.19% 109
2023
Q2
$390K Hold
2,267
0.17% 119
2023
Q1
$377K Hold
2,267
0.19% 117
2022
Q4
$332K Buy
2,267
+79
+4% +$11.6K 0.19% 123
2022
Q3
$324K Sell
2,188
-25
-1% -$3.7K 0.2% 110
2022
Q2
$380K Hold
2,213
0.23% 100
2022
Q1
$417K Sell
2,213
-23
-1% -$4.33K 0.19% 101
2021
Q4
$546K Buy
+2,236
New +$546K 0.23% 93