Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Buy
1,017
+132
+15% +$18.3K 0.08% 349
2025
Q1
$141K Buy
885
+179
+25% +$28.5K 0.09% 285
2024
Q4
$94K Buy
706
+444
+169% +$59.1K 0.06% 568
2024
Q3
$36K Buy
262
+98
+60% +$13.5K 0.02% 986
2024
Q2
$24K Sell
164
-10
-6% -$1.46K 0.02% 1136
2024
Q1
$27K Sell
174
-204
-54% -$31.7K 0.02% 1103
2023
Q4
$55K Sell
378
-46
-11% -$6.69K 0.04% 807
2023
Q3
$65K Sell
424
-18
-4% -$2.76K 0.05% 645
2023
Q2
$60K Sell
442
-215
-33% -$29.2K 0.05% 704
2023
Q1
$87K Sell
657
-151
-19% -$20K 0.08% 447
2022
Q4
$115K Buy
808
+2
+0.2% +$285 0.09% 327
2022
Q3
$88K Sell
806
-118
-13% -$12.9K 0.08% 417
2022
Q2
$98K Sell
924
-328
-26% -$34.8K 0.08% 422
2022
Q1
$134K Buy
1,252
+1,034
+474% +$111K 0.09% 323
2021
Q4
$16K Buy
+218
New +$16K 0.02% 907