Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
8,644
+905
+12% +$19.9K 0.11% 208
2025
Q1
$180K Buy
7,739
+360
+5% +$8.37K 0.12% 188
2024
Q4
$212K Buy
7,379
+2,454
+50% +$70.5K 0.13% 154
2024
Q3
$146K Buy
4,925
+18
+0.4% +$534 0.09% 319
2024
Q2
$165K Buy
4,907
+4,553
+1,286% +$153K 0.11% 225
2024
Q1
$13K Sell
354
-3,556
-91% -$131K 0.01% 1382
2023
Q4
$128K Sell
3,910
-1,251
-24% -$41K 0.09% 339
2023
Q3
$168K Sell
5,161
-286
-5% -$9.31K 0.13% 168
2023
Q2
$159K Buy
5,447
+529
+11% +$15.4K 0.12% 204
2023
Q1
$138K Sell
4,918
-1,218
-20% -$34.2K 0.12% 225
2022
Q4
$167K Buy
6,136
+1,088
+22% +$29.6K 0.14% 174
2022
Q3
$120K Buy
5,048
+66
+1% +$1.57K 0.11% 267
2022
Q2
$139K Buy
4,982
+3,095
+164% +$86.4K 0.11% 225
2022
Q1
$55K Buy
1,887
+834
+79% +$24.3K 0.04% 769
2021
Q4
$37K Buy
+1,053
New +$37K 0.05% 691