Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
842
-101
-11% -$31.7K 0.02% 331
2025
Q1
$248K Buy
943
+4
+0.4% +$1.05K 0.03% 322
2024
Q4
$245K Buy
+939
New +$245K 0.03% 304
2024
Q1
Sell
-988
Closed -$214K 365
2023
Q4
$214K Buy
+988
New +$214K 0.02% 305
2023
Q3
Sell
-953
Closed -$275K 283
2023
Q2
$275K Sell
953
-72
-7% -$20.8K 0.03% 213
2023
Q1
$327K Sell
1,025
-228
-18% -$72.7K 0.05% 148
2022
Q4
$369K Buy
1,253
+318
+34% +$93.6K 0.06% 132
2022
Q3
$214K Sell
935
-11
-1% -$2.52K 0.05% 172
2022
Q2
$206K Hold
946
0.05% 201
2022
Q1
$252K Buy
+946
New +$252K 0.05% 244