Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$696K Sell
4,573
-55
-1% -$8.37K 0.22% 92
2025
Q1
$680K Buy
4,628
+50
+1% +$7.34K 0.22% 94
2024
Q4
$591K Buy
4,578
+68
+2% +$8.78K 0.21% 101
2024
Q3
$617K Sell
4,510
-9
-0.2% -$1.23K 0.22% 96
2024
Q2
$462K Sell
4,519
-407
-8% -$41.6K 0.19% 116
2024
Q1
$437K Buy
4,926
+89
+2% +$7.9K 0.19% 112
2023
Q4
$442K Buy
4,837
+240
+5% +$21.9K 0.22% 104
2023
Q3
$360K Buy
4,597
+2,045
+80% +$160K 0.2% 110
2023
Q2
$214K Buy
2,552
+119
+5% +$9.98K 0.12% 167
2023
Q1
$214K Buy
2,433
+240
+11% +$21.1K 0.12% 163
2022
Q4
$220K Buy
2,193
+89
+4% +$8.93K 0.14% 154
2022
Q3
$194K Buy
2,104
+883
+72% +$81.4K 0.14% 147
2022
Q2
$132K Hold
1,221
0.09% 185
2022
Q1
$152K Buy
1,221
+239
+24% +$29.8K 0.09% 180
2021
Q4
$146K Buy
+982
New +$146K 0.09% 192