Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Hold
11,112
0.01% 281
2025
Q1
$473K Buy
11,112
+1,361
+14% +$57.9K 0.01% 267
2024
Q4
$358K Buy
9,751
+123
+1% +$4.52K 0.01% 250
2024
Q3
$384K Sell
9,628
-508
-5% -$20.3K 0.01% 254
2024
Q2
$422K Sell
10,136
-2,677
-21% -$111K 0.01% 249
2024
Q1
$684K Hold
12,813
0.02% 230
2023
Q4
$612K Buy
12,813
+6,516
+103% +$311K 0.03% 224
2023
Q3
$312K Sell
6,297
-456
-7% -$22.6K 0.02% 253
2023
Q2
$393K Buy
6,753
+5,639
+506% +$329K 0.02% 271
2023
Q1
$63.2K Hold
1,114
﹤0.01% 381
2022
Q4
$59.5K Sell
1,114
-1,068
-49% -$57K ﹤0.01% 380
2022
Q3
$103K Sell
2,182
-578
-21% -$27.3K 0.01% 372
2022
Q2
$135K Sell
2,760
-42
-1% -$2.05K 0.01% 420
2022
Q1
$127K Buy
2,802
+742
+36% +$33.6K 0.01% 439
2021
Q4
$124K Buy
+2,060
New +$124K 0.01% 381