Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Buy
964
+74
+8% +$26.3K 0.07% 95
2025
Q1
$312K Sell
890
-2
-0.2% -$701 0.08% 100
2024
Q4
$282K Sell
892
-55
-6% -$17.4K 0.08% 104
2024
Q3
$260K Sell
947
-16
-2% -$4.4K 0.1% 92
2024
Q2
$253K Buy
963
+17
+2% +$4.46K 0.11% 82
2024
Q1
$264K Sell
946
-102
-10% -$28.5K 0.12% 81
2023
Q4
$273K Buy
1,048
+15
+1% +$3.91K 0.13% 72
2023
Q3
$238K Buy
1,033
+70
+7% +$16.1K 0.12% 74
2023
Q2
$229K Sell
963
-75
-7% -$17.8K 0.11% 75
2023
Q1
$234K Buy
+1,038
New +$234K 0.12% 73
2022
Q2
Sell
-958
Closed -$212K 76
2022
Q1
$212K Buy
958
+1
+0.1% +$221 0.14% 72
2021
Q4
$207K Buy
957
+5
+0.5% +$1.08K 0.13% 74
2021
Q3
$212K Sell
952
-5
-0.5% -$1.11K 0.15% 64
2021
Q2
$224K Hold
957
0.17% 61
2021
Q1
$203K Hold
957
0.17% 62
2020
Q4
$209K Buy
+957
New +$209K 0.2% 55