Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Buy
4,674
+2,294
+96% +$60.9K 0.07% 427
2025
Q1
$83K Buy
2,380
+417
+21% +$14.5K 0.06% 594
2024
Q4
$79K Buy
1,963
+213
+12% +$8.57K 0.05% 654
2024
Q3
$96K Buy
1,750
+228
+15% +$12.5K 0.06% 535
2024
Q2
$81K Buy
1,522
+125
+9% +$6.65K 0.05% 618
2024
Q1
$81K Sell
1,397
-115
-8% -$6.67K 0.05% 656
2023
Q4
$83K Sell
1,512
-1,098
-42% -$60.3K 0.06% 606
2023
Q3
$135K Buy
2,610
+277
+12% +$14.3K 0.1% 265
2023
Q2
$124K Sell
2,333
-573
-20% -$30.5K 0.09% 319
2023
Q1
$159K Sell
2,906
-727
-20% -$39.8K 0.14% 176
2022
Q4
$183K Buy
3,633
+560
+18% +$28.2K 0.15% 141
2022
Q3
$135K Buy
3,073
+4
+0.1% +$176 0.12% 211
2022
Q2
$158K Sell
3,069
-467
-13% -$24K 0.13% 178
2022
Q1
$225K Buy
3,536
+1,435
+68% +$91.3K 0.15% 112
2021
Q4
$119K Buy
+2,101
New +$119K 0.17% 99