Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$187K Buy
588
+160
+37% +$50.8K 0.05% 192
2025
Q1
$111K Buy
428
+8
+2% +$2.07K 0.03% 227
2024
Q4
$170K Hold
420
0.04% 196
2024
Q3
$110K Buy
420
+60
+17% +$15.7K 0.03% 234
2024
Q2
$71.2K Sell
360
-371
-51% -$73.4K 0.02% 287
2024
Q1
$129K Hold
731
0.03% 229
2023
Q4
$182K Hold
731
0.05% 197
2023
Q3
$183K Sell
731
-180
-20% -$45K 0.05% 195
2023
Q2
$238K Buy
911
+8
+0.9% +$2.09K 0.07% 180
2023
Q1
$187K Hold
903
0.06% 193
2022
Q4
$111K Hold
903
0.03% 241
2022
Q3
$240K Buy
903
+63
+8% +$16.7K 0.08% 177
2022
Q2
$189K Sell
840
-240
-22% -$54K 0.05% 198
2022
Q1
$388K Hold
1,080
0.09% 156
2021
Q4
$380K Buy
+1,080
New +$380K 0.09% 160