Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
1,607
+2
+0.1% +$608 0.12% 123
2025
Q1
$431K Buy
1,605
+19
+1% +$5.1K 0.12% 121
2024
Q4
$390K Buy
1,586
+46
+3% +$11.3K 0.11% 126
2024
Q3
$353K Sell
1,540
-1,463
-49% -$335K 0.1% 144
2024
Q2
$606K Buy
3,003
+262
+10% +$52.8K 0.2% 86
2024
Q1
$535K Buy
2,741
+44
+2% +$8.58K 0.18% 90
2023
Q4
$417K Buy
2,697
+179
+7% +$27.7K 0.16% 107
2023
Q3
$326K Buy
2,518
+181
+8% +$23.4K 0.15% 109
2023
Q2
$320K Buy
2,337
+253
+12% +$34.6K 0.16% 109
2023
Q1
$264K Buy
2,084
+53
+3% +$6.71K 0.15% 111
2022
Q4
$210K Buy
2,031
+959
+89% +$99K 0.13% 126
2022
Q3
$87K Buy
1,072
+598
+126% +$48.5K 0.05% 205
2022
Q2
$43K Sell
474
-697
-60% -$63.2K 0.03% 276
2022
Q1
$130K Buy
1,171
+1,114
+1,954% +$124K 0.07% 182
2021
Q4
$8K Buy
57
+49
+613% +$6.88K ﹤0.01% 432
2021
Q3
$1K Buy
+8
New +$1K ﹤0.01% 427