Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Sell
481
-15
-3% -$4.04K 0.02% 365
2025
Q1
$126K Buy
496
+24
+5% +$6.08K 0.02% 360
2024
Q4
$111K Buy
472
+32
+7% +$7.5K 0.02% 372
2024
Q3
$112K Buy
440
+6
+1% +$1.53K 0.02% 350
2024
Q2
$103K Buy
434
+19
+5% +$4.52K 0.02% 344
2024
Q1
$95.8K Buy
415
+2
+0.5% +$462 0.02% 368
2023
Q4
$81.9K Buy
+413
New +$81.9K 0.02% 368
2023
Q3
Sell
-468
Closed -$87.4K 435
2023
Q2
$87.4K Hold
468
0.02% 328
2023
Q1
$77.5K Buy
468
+245
+110% +$40.6K 0.02% 349
2022
Q4
$32.5K Sell
223
-235
-51% -$34.2K 0.01% 481
2022
Q3
$66K Buy
458
+260
+131% +$37.5K 0.02% 303
2022
Q2
$30K Sell
198
-115
-37% -$17.4K 0.01% 463
2022
Q1
$55K Buy
313
+15
+5% +$2.64K 0.01% 376
2021
Q4
$70K Buy
+298
New +$70K 0.02% 303
2021
Q3
Sell
-316
Closed -$65K 508
2021
Q2
$65K Buy
316
+111
+54% +$22.8K 0.02% 314
2021
Q1
$44K Buy
+205
New +$44K 0.02% 286