Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Buy
1,445
+29
+2% +$9.59K 0.07% 175
2025
Q1
$466K Buy
1,416
+82
+6% +$27K 0.07% 171
2024
Q4
$368K Sell
1,334
-13
-1% -$3.59K 0.06% 191
2024
Q3
$467K Buy
1,347
+13
+1% +$4.5K 0.08% 156
2024
Q2
$441K Buy
1,334
+15
+1% +$4.96K 0.08% 152
2024
Q1
$479K Buy
1,319
+1
+0.1% +$363 0.09% 149
2023
Q4
$395K Buy
1,318
+4
+0.3% +$1.2K 0.08% 156
2023
Q3
$376K Buy
1,314
+107
+9% +$30.6K 0.09% 143
2023
Q2
$339K Sell
1,207
-38
-3% -$10.7K 0.07% 158
2023
Q1
$318K Buy
1,245
+31
+3% +$7.92K 0.07% 155
2022
Q4
$402K Buy
1,214
+75
+7% +$24.9K 0.1% 135
2022
Q3
$316K Buy
1,139
+720
+172% +$200K 0.09% 138
2022
Q2
$110K Buy
419
+145
+53% +$38.1K 0.03% 229
2022
Q1
$66K Buy
274
+25
+10% +$6.02K 0.02% 336
2021
Q4
$57K Buy
249
+245
+6,125% +$56.1K 0.01% 334
2021
Q3
$1K Sell
4
-400
-99% -$100K ﹤0.01% 351
2021
Q2
$96K Buy
404
+90
+29% +$21.4K 0.03% 246
2021
Q1
$76K Buy
314
+310
+7,750% +$75K 0.03% 216
2020
Q4
$1K Hold
4
﹤0.01% 345
2020
Q3
$1K Hold
4
﹤0.01% 351
2020
Q2
$1K Hold
4
﹤0.01% 312
2020
Q1
$1K Buy
+4
New +$1K ﹤0.01% 298