Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Buy
5,368
+104
+2% +$3.57K 0.11% 227
2025
Q1
$195K Sell
5,264
-2,510
-32% -$93K 0.13% 166
2024
Q4
$301K Buy
7,774
+705
+10% +$27.3K 0.19% 62
2024
Q3
$248K Buy
7,069
+1,377
+24% +$48.3K 0.16% 106
2024
Q2
$210K Buy
5,692
+2,270
+66% +$83.7K 0.14% 150
2024
Q1
$135K Sell
3,422
-141
-4% -$5.56K 0.09% 333
2023
Q4
$169K Buy
3,563
+72
+2% +$3.42K 0.12% 211
2023
Q3
$145K Sell
3,491
-536
-13% -$22.3K 0.11% 234
2023
Q2
$146K Buy
4,027
+1,252
+45% +$45.4K 0.11% 248
2023
Q1
$85K Buy
2,775
+872
+46% +$26.7K 0.07% 469
2022
Q4
$52K Buy
1,903
+1,882
+8,962% +$51.4K 0.04% 713
2022
Q3
$1K Buy
21
+10
+91% +$476 ﹤0.01% 1878
2022
Q2
$0 Sell
11
-7
-39% ﹤0.01% 2426
2022
Q1
$1K Sell
18
-3
-14% -$167 ﹤0.01% 1987
2021
Q4
$1K Buy
+21
New +$1K ﹤0.01% 1999