Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
10,246
+503
+5% +$12.2K 0.29% 66
2025
Q1
$247K Sell
9,743
-648
-6% -$16.4K 0.3% 67
2024
Q4
$276K Buy
10,391
+1,575
+18% +$41.8K 0.34% 60
2024
Q3
$255K Buy
8,816
+408
+5% +$11.8K 0.26% 70
2024
Q2
$235K Buy
8,408
+162
+2% +$4.53K 0.24% 76
2024
Q1
$229K Buy
+8,246
New +$229K 0.13% 106
2023
Q4
Sell
-6,803
Closed -$214K 103
2023
Q3
$214K Buy
6,803
+727
+12% +$22.8K 0.15% 94
2023
Q2
$220K Buy
+6,076
New +$220K 0.15% 88
2022
Q3
Sell
-4,179
Closed -$216K 86
2022
Q2
$216K Buy
4,179
+24
+0.6% +$1.24K 0.18% 77
2022
Q1
$207K Buy
4,155
+20
+0.5% +$996 0.16% 77
2021
Q4
$206K Buy
+4,135
New +$206K 0.16% 80