Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Hold
1,192
0.13% 91
2025
Q1
$291K Sell
1,192
-30
-2% -$7.31K 0.15% 85
2024
Q4
$344K Hold
1,222
0.19% 75
2024
Q3
$334K Hold
1,222
0.19% 85
2024
Q2
$366K Sell
1,222
-25
-2% -$7.5K 0.21% 76
2024
Q1
$361K Sell
1,247
-566
-31% -$164K 0.22% 77
2023
Q4
$459K Hold
1,813
0.3% 61
2023
Q3
$480K Hold
1,813
0.33% 56
2023
Q2
$449K Hold
1,813
0.29% 61
2023
Q1
$414K Sell
1,813
-666
-27% -$152K 0.27% 64
2022
Q4
$429K Sell
2,479
-1,842
-43% -$319K 0.3% 58
2022
Q3
$642K Buy
4,321
+236
+6% +$35.1K 0.52% 47
2022
Q2
$926K Buy
4,085
+102
+3% +$23.1K 0.7% 29
2022
Q1
$922K Buy
3,983
+351
+10% +$81.3K 0.59% 36
2021
Q4
$939K Buy
+3,632
New +$939K 0.57% 32
2021
Q1
$922K Buy
+3,983
New +$922K 0.59% 36