Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
679
-220
-24% -$85.1K 0.08% 169
2025
Q1
$345K Buy
899
+50
+6% +$19.2K 0.11% 143
2024
Q4
$378K Sell
849
-25
-3% -$11.1K 0.13% 133
2024
Q3
$453K Buy
874
+55
+7% +$28.5K 0.16% 123
2024
Q2
$455K Buy
819
+375
+84% +$208K 0.19% 117
2024
Q1
$224K Buy
444
+98
+28% +$49.4K 0.1% 172
2023
Q4
$206K Hold
346
0.1% 168
2023
Q3
$176K Hold
346
0.1% 172
2023
Q2
$169K Sell
346
-35
-9% -$17.1K 0.09% 179
2023
Q1
$147K Sell
381
-39
-9% -$15K 0.08% 189
2022
Q4
$141K Hold
420
0.09% 181
2022
Q3
$116K Buy
420
+170
+68% +$47K 0.08% 188
2022
Q2
$92K Hold
250
0.06% 214
2022
Q1
$114K Hold
250
0.07% 206
2021
Q4
$142K Buy
+250
New +$142K 0.09% 196