Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
5,443
+734
+16% +$28.2K 0.05% 213
2025
Q1
$182K Buy
4,709
+411
+10% +$15.9K 0.05% 220
2024
Q4
$145K Buy
4,298
+266
+7% +$9K 0.04% 251
2024
Q3
$165K Buy
4,032
+253
+7% +$10.3K 0.05% 244
2024
Q2
$145K Buy
3,779
+67
+2% +$2.58K 0.05% 244
2024
Q1
$159K Buy
3,712
+10
+0.3% +$429 0.05% 224
2023
Q4
$137K Buy
3,702
+395
+12% +$14.6K 0.05% 235
2023
Q3
$120K Buy
3,307
+432
+15% +$15.7K 0.06% 224
2023
Q2
$102K Buy
2,875
+314
+12% +$11.2K 0.05% 242
2023
Q1
$91.1K Sell
2,561
-7
-0.3% -$249 0.05% 236
2022
Q4
$90.2K Buy
2,568
+2,152
+517% +$75.6K 0.05% 227
2022
Q3
$12K Buy
+416
New +$12K 0.01% 423
2022
Q2
Sell
-1,510
Closed -$82K 709
2022
Q1
$82K Buy
1,510
+1,243
+466% +$67.5K 0.04% 226
2021
Q4
$15K Buy
267
+135
+102% +$7.58K 0.01% 371
2021
Q3
$6K Sell
132
-181
-58% -$8.23K ﹤0.01% 339
2021
Q2
$16K Buy
+313
New +$16K 0.01% 272
2020
Q4
$16K Buy
+345
New +$16K 0.02% 258