Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
4,599
+23
+0.5% +$1.62K 0.01% 618
2025
Q1
$335K Sell
4,576
-1
-0% -$73 0.01% 598
2024
Q4
$287K Buy
4,577
+141
+3% +$8.83K 0.01% 621
2024
Q3
$293K Buy
4,436
+1,302
+42% +$85.9K 0.01% 606
2024
Q2
$226K Buy
3,134
+3
+0.1% +$217 0.01% 626
2024
Q1
$210K Buy
3,131
+2
+0.1% +$134 ﹤0.01% 654
2023
Q4
$206K Sell
3,129
-1
-0% -$66 ﹤0.01% 642
2023
Q3
$201K Buy
3,130
+3
+0.1% +$193 0.01% 638
2023
Q2
$189K Buy
3,127
+2
+0.1% +$121 0.01% 645
2023
Q1
$180K Buy
3,125
+230
+8% +$13.2K 0.01% 656
2022
Q4
$165K Buy
2,895
+1,365
+89% +$77.8K ﹤0.01% 692
2022
Q3
$76K Sell
1,530
-247
-14% -$12.3K ﹤0.01% 942
2022
Q2
$93K Hold
1,777
﹤0.01% 965
2022
Q1
$98K Buy
+1,777
New +$98K ﹤0.01% 1027