Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$501K Buy
636
+21
+3% +$16.5K 0.07% 168
2025
Q1
$378K Buy
615
+43
+8% +$26.4K 0.06% 192
2024
Q4
$360K Buy
572
+41
+8% +$25.8K 0.06% 194
2024
Q3
$330K Buy
531
+17
+3% +$10.6K 0.05% 190
2024
Q2
$338K Buy
514
+8
+2% +$5.26K 0.06% 175
2024
Q1
$329K Buy
506
+1
+0.2% +$650 0.06% 183
2023
Q4
$316K Buy
505
+10
+2% +$6.25K 0.06% 182
2023
Q3
$253K Buy
495
+37
+8% +$18.9K 0.06% 186
2023
Q2
$210K Buy
458
+13
+3% +$5.96K 0.04% 214
2023
Q1
$198K Buy
445
+52
+13% +$23.2K 0.04% 221
2022
Q4
$153K Sell
393
-223
-36% -$86.8K 0.04% 242
2022
Q3
$239K Buy
616
+270
+78% +$105K 0.06% 157
2022
Q2
$133K Sell
346
-50
-13% -$19.2K 0.04% 203
2022
Q1
$190K Buy
396
+30
+8% +$14.4K 0.05% 179
2021
Q4
$235K Buy
366
+353
+2,715% +$227K 0.06% 158
2021
Q3
$4K Sell
13
-343
-96% -$106K ﹤0.01% 330
2021
Q2
$175K Buy
356
+158
+80% +$77.7K 0.05% 169
2021
Q1
$76K Buy
198
+185
+1,423% +$71K 0.03% 219
2020
Q4
$5K Hold
13
﹤0.01% 326
2020
Q3
$4K Hold
13
﹤0.01% 330
2020
Q2
$4K Hold
13
﹤0.01% 296
2020
Q1
$3K Buy
+13
New +$3K ﹤0.01% 287