Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$614K Sell
2,713
-18
-0.7% -$4.08K 0.22% 56
2025
Q1
$453K Buy
2,731
+18
+0.7% +$2.99K 0.18% 68
2024
Q4
$536K Hold
2,713
0.21% 62
2024
Q3
$471K Sell
2,713
-305
-10% -$53K 0.19% 67
2024
Q2
$525K Buy
3,018
+451
+18% +$78.4K 0.23% 54
2024
Q1
$349K Buy
2,567
+541
+27% +$73.6K 0.16% 75
2023
Q4
$211K Buy
+2,026
New +$211K 0.1% 101
2023
Q1
Sell
-2,983
Closed -$222K 96
2022
Q4
$222K Hold
2,983
0.13% 86
2022
Q3
$205K Buy
+2,983
New +$205K 0.13% 77
2022
Q2
Sell
-2,219
Closed -$231K 81
2022
Q1
$231K Buy
+2,219
New +$231K 0.11% 74