Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$191K Buy
1,418
+30
+2% +$4.04K 0.11% 202
2025
Q1
$138K Buy
1,388
+113
+9% +$11.2K 0.09% 297
2024
Q4
$182K Buy
1,275
+184
+17% +$26.3K 0.11% 213
2024
Q3
$126K Buy
1,091
+135
+14% +$15.6K 0.08% 390
2024
Q2
$124K Buy
956
+8
+0.8% +$1.04K 0.08% 370
2024
Q1
$117K Buy
948
+728
+331% +$89.8K 0.07% 429
2023
Q4
$27K Buy
220
+40
+22% +$4.91K 0.02% 1082
2023
Q3
$16K Hold
180
0.01% 1187
2023
Q2
$18K Sell
180
-1
-0.6% -$100 0.01% 1176
2023
Q1
$13K Buy
181
+30
+20% +$2.16K 0.01% 1176
2022
Q4
$11K Sell
151
-7
-4% -$510 0.01% 1269
2022
Q3
$14K Buy
158
+15
+10% +$1.33K 0.01% 1116
2022
Q2
$14K Sell
143
-9
-6% -$881 0.01% 1072
2022
Q1
$23K Sell
152
-181
-54% -$27.4K 0.02% 1019
2021
Q4
$59K Buy
+333
New +$59K 0.08% 438