Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
1,489
+36
+2% +$8.02K 0.05% 216
2025
Q1
$299K Buy
1,453
+54
+4% +$11.1K 0.05% 214
2024
Q4
$256K Buy
1,399
+85
+6% +$15.5K 0.04% 234
2024
Q3
$271K Buy
1,314
+50
+4% +$10.3K 0.04% 216
2024
Q2
$221K Buy
1,264
+44
+4% +$7.7K 0.04% 227
2024
Q1
$210K Buy
1,220
+4
+0.3% +$687 0.04% 238
2023
Q4
$183K Buy
+1,216
New +$183K 0.04% 244
2023
Q3
Sell
-1,156
Closed -$144K 390
2023
Q2
$144K Hold
1,156
0.03% 263
2023
Q1
$134K Buy
1,156
+20
+2% +$2.31K 0.03% 270
2022
Q4
$128K Buy
1,136
+20
+2% +$2.26K 0.03% 258
2022
Q3
$108K Buy
1,116
+20
+2% +$1.94K 0.03% 230
2022
Q2
$102K Sell
1,096
-480
-30% -$44.7K 0.03% 237
2022
Q1
$168K Buy
1,576
+620
+65% +$66.1K 0.04% 191
2021
Q4
$106K Buy
956
+676
+241% +$75K 0.03% 242
2021
Q3
$23K Sell
280
-676
-71% -$55.5K 0.02% 249
2021
Q2
$91K Buy
956
+476
+99% +$45.3K 0.03% 254
2021
Q1
$41K Buy
480
+200
+71% +$17.1K 0.02% 295
2020
Q4
$25K Hold
280
0.02% 251
2020
Q3
$23K Buy
+280
New +$23K 0.02% 249