Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
223
-54
-19% -$26.4K 0.06% 502
2025
Q1
$171K Buy
277
+30
+12% +$18.5K 0.11% 202
2024
Q4
$131K Hold
247
0.08% 355
2024
Q3
$149K Buy
247
+11
+5% +$6.64K 0.09% 307
2024
Q2
$128K Buy
236
+17
+8% +$9.22K 0.08% 357
2024
Q1
$141K Buy
219
+21
+11% +$13.5K 0.09% 308
2023
Q4
$116K Buy
198
+54
+38% +$31.6K 0.08% 397
2023
Q3
$75K Buy
144
+31
+27% +$16.1K 0.06% 579
2023
Q2
$61K Buy
113
+87
+335% +$47K 0.05% 691
2023
Q1
$14K Hold
26
0.01% 1139
2022
Q4
$13K Hold
26
0.01% 1185
2022
Q3
$12K Sell
26
-203
-89% -$93.7K 0.01% 1177
2022
Q2
$108K Sell
229
-30
-12% -$14.1K 0.09% 365
2022
Q1
$131K Buy
259
+123
+90% +$62.2K 0.09% 338
2021
Q4
$72K Buy
+136
New +$72K 0.1% 320