Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$386K Buy
2,263
+73
+3% +$12.5K 0.03% 241
2024
Q4
$388K Sell
2,190
-49
-2% -$8.67K 0.03% 219
2024
Q3
$340K Buy
2,239
+22
+1% +$3.35K 0.02% 244
2024
Q2
$404K Sell
2,217
-161
-7% -$29.3K 0.03% 188
2024
Q1
$459K Buy
2,378
+119
+5% +$23K 0.04% 149
2023
Q4
$589K Buy
2,259
+124
+6% +$32.3K 0.06% 118
2023
Q3
$409K Buy
2,135
+703
+49% +$135K 0.04% 134
2023
Q2
$302K Buy
1,432
+268
+23% +$56.6K 0.03% 142
2023
Q1
$247K Hold
1,164
0.03% 158
2022
Q4
$222K Buy
+1,164
New +$222K 0.03% 168
2020
Q3
Sell
-2,551
Closed -$468K 81
2020
Q2
$468K Buy
2,551
+24
+0.9% +$4.4K 0.12% 64
2020
Q1
$377K Buy
+2,527
New +$377K 0.12% 58