Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
8,040
+66
+0.8% +$2.86K 0.4% 47
2025
Q1
$362K Buy
7,974
+700
+10% +$31.8K 0.44% 44
2024
Q4
$291K Sell
7,274
-62
-0.8% -$2.48K 0.36% 54
2024
Q3
$329K Buy
7,336
+237
+3% +$10.6K 0.34% 58
2024
Q2
$293K Sell
7,099
-257
-3% -$10.6K 0.3% 65
2024
Q1
$309K Buy
7,356
+97
+1% +$4.07K 0.18% 83
2023
Q4
$274K Sell
7,259
-706
-9% -$26.6K 0.18% 81
2023
Q3
$247K Buy
7,965
+159
+2% +$4.94K 0.18% 86
2023
Q2
$252K Buy
7,806
+29
+0.4% +$936 0.18% 84
2023
Q1
$290K Buy
7,777
+1,149
+17% +$42.9K 0.22% 75
2022
Q4
$265K Sell
6,628
-905
-12% -$36.2K 0.2% 76
2022
Q3
$286K Buy
7,533
+114
+2% +$4.33K 0.25% 59
2022
Q2
$379K Buy
7,419
+23
+0.3% +$1.18K 0.31% 49
2022
Q1
$358K Hold
7,396
0.28% 54
2021
Q4
$395K Buy
+7,396
New +$395K 0.3% 50