Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
9,898
+20
+0.2% +$448 0.07% 183
2025
Q1
$224K Sell
9,878
-506
-5% -$11.5K 0.07% 177
2024
Q4
$208K Buy
10,384
+2,915
+39% +$58.4K 0.07% 180
2024
Q3
$175K Sell
7,469
-110
-1% -$2.58K 0.06% 197
2024
Q2
$235K Sell
7,579
-1,130
-13% -$35K 0.1% 170
2024
Q1
$385K Buy
8,709
+60
+0.7% +$2.65K 0.17% 120
2023
Q4
$435K Hold
8,649
0.22% 106
2023
Q3
$307K Sell
8,649
-535
-6% -$19K 0.17% 122
2023
Q2
$307K Buy
9,184
+447
+5% +$14.9K 0.17% 128
2023
Q1
$285K Sell
8,737
-22,145
-72% -$722K 0.16% 132
2022
Q4
$816K Sell
30,882
-276
-0.9% -$7.29K 0.5% 58
2022
Q3
$803K Buy
31,158
+7,468
+32% +$192K 0.56% 49
2022
Q2
$886K Buy
23,690
+500
+2% +$18.7K 0.62% 45
2022
Q1
$1.15M Buy
23,190
+389
+2% +$19.3K 0.69% 32
2021
Q4
$1.17M Buy
+22,801
New +$1.17M 0.72% 34