Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
1,168
+24
+2% +$7.62K 0.02% 219
2025
Q1
$296K Buy
1,144
+102
+10% +$26.4K 0.02% 234
2024
Q4
$421K Buy
1,042
+55
+6% +$22.2K 0.02% 201
2024
Q3
$258K Sell
987
-87
-8% -$22.8K 0.01% 244
2024
Q2
$213K Sell
1,074
-453
-30% -$89.6K 0.01% 250
2024
Q1
$268K Buy
1,527
+716
+88% +$126K 0.02% 231
2023
Q4
$202K Buy
+811
New +$202K 0.01% 248
2022
Q4
Sell
-1,071
Closed -$284K 248
2022
Q3
$284K Buy
+1,071
New +$284K 0.02% 214
2022
Q2
Sell
-876
Closed -$315K 265
2022
Q1
$315K Hold
876
0.02% 221
2021
Q4
$309K Buy
+876
New +$309K 0.02% 224