Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$493K Buy
6,761
+2,608
+63% +$190K 0.04% 208
2024
Q4
$251K Sell
4,153
-1,046
-20% -$63.1K 0.02% 286
2024
Q3
$391K Buy
5,199
+1,133
+28% +$85.2K 0.03% 218
2024
Q2
$296K Sell
4,066
-283
-7% -$20.6K 0.02% 238
2024
Q1
$335K Buy
+4,349
New +$335K 0.03% 189
2023
Q4
Sell
-14,493
Closed -$667K 248
2023
Q3
$667K Buy
14,493
+75
+0.5% +$3.45K 0.07% 97
2023
Q2
$622K Buy
14,418
+1,699
+13% +$73.3K 0.07% 97
2023
Q1
$403K Buy
12,719
+766
+6% +$24.3K 0.05% 123
2022
Q4
$296K Buy
+11,953
New +$296K 0.04% 146
2021
Q2
Sell
-5,430
Closed -$296K 91
2021
Q1
$296K Hold
5,430
0.05% 74
2020
Q4
$277K Buy
+5,430
New +$277K 0.06% 74