Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$720K Sell
19,775
-902
-4% -$32.9K 0.02% 248
2025
Q1
$684K Buy
20,677
+2,630
+15% +$87K 0.02% 244
2024
Q4
$509K Buy
18,047
+323
+2% +$9.12K 0.01% 229
2024
Q3
$443K Buy
17,724
+5,655
+47% +$141K 0.01% 246
2024
Q2
$276K Hold
12,069
0.01% 269
2024
Q1
$296K Buy
+12,069
New +$296K 0.01% 272
2023
Q2
Sell
-2,918
Closed -$101K 489
2023
Q1
$101K Sell
2,918
-773
-21% -$26.9K 0.01% 370
2022
Q4
$137K Buy
3,691
+1,595
+76% +$59.1K 0.01% 350
2022
Q3
$68K Sell
2,096
-1,624
-44% -$52.7K ﹤0.01% 393
2022
Q2
$144K Buy
+3,720
New +$144K 0.01% 414