Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$655K Buy
4,299
+2,000
+87% +$305K 0.41% 72
2025
Q1
$338K Hold
2,299
0.24% 96
2024
Q4
$297K Buy
2,299
+150
+7% +$19.4K 0.21% 98
2024
Q3
$294K Sell
2,149
-1,750
-45% -$239K 0.2% 103
2024
Q2
$398K Sell
3,899
-2,209
-36% -$226K 0.29% 92
2024
Q1
$542K Buy
6,108
+938
+18% +$83.2K 0.4% 74
2023
Q4
$473K Buy
5,170
+419
+9% +$38.3K 0.37% 76
2023
Q3
$372K Buy
4,751
+479
+11% +$37.5K 0.33% 79
2023
Q2
$358K Sell
4,272
-221
-5% -$18.5K 0.31% 83
2023
Q1
$395K Sell
4,493
-2,690
-37% -$236K 0.35% 80
2022
Q4
$720K Sell
7,183
-598
-8% -$60K 0.72% 45
2022
Q3
$719K Buy
+7,781
New +$719K 0.78% 39
2022
Q1
Sell
-5,573
Closed -$828K 155
2021
Q4
$828K Buy
+5,573
New +$828K 0.66% 45