Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Buy
2,106
+1,415
+205% +$132K 0.12% 193
2025
Q1
$50K Buy
691
+44
+7% +$3.18K 0.03% 845
2024
Q4
$39K Buy
647
+76
+13% +$4.58K 0.02% 946
2024
Q3
$43K Buy
571
+3
+0.5% +$226 0.03% 929
2024
Q2
$41K Hold
568
0.03% 944
2024
Q1
$44K Sell
568
-1,876
-77% -$145K 0.03% 935
2023
Q4
$150K Buy
2,444
+11
+0.5% +$675 0.1% 264
2023
Q3
$112K Buy
2,433
+1,800
+284% +$82.9K 0.08% 348
2023
Q2
$27K Sell
633
-1,229
-66% -$52.4K 0.02% 1017
2023
Q1
$59K Sell
1,862
-166
-8% -$5.26K 0.05% 648
2022
Q4
$50K Sell
2,028
-2,339
-54% -$57.7K 0.04% 729
2022
Q3
$116K Sell
4,367
-4,936
-53% -$131K 0.1% 281
2022
Q2
$190K Buy
9,303
+5,783
+164% +$118K 0.15% 120
2022
Q1
$126K Buy
3,520
+429
+14% +$15.4K 0.08% 368
2021
Q4
$130K Buy
+3,091
New +$130K 0.18% 84