Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$674K Buy
3,567
+1,086
+44% +$205K 0.02% 87
2025
Q1
$486K Buy
2,481
+83
+3% +$16.3K 0.01% 87
2024
Q4
$457K Sell
2,398
-41
-2% -$7.82K 0.01% 92
2024
Q3
$496K Buy
2,439
+742
+44% +$151K 0.01% 90
2024
Q2
$317K Sell
1,697
-76
-4% -$14.2K 0.01% 102
2024
Q1
$289K Buy
1,773
+326
+23% +$53.1K 0.01% 94
2023
Q4
$251K Buy
+1,447
New +$251K 0.01% 97
2023
Q3
Sell
-1,754
Closed -$262K 96
2023
Q2
$262K Buy
1,754
+104
+6% +$15.5K 0.01% 80
2023
Q1
$263K Sell
1,650
-13
-0.8% -$2.07K 0.02% 64
2022
Q4
$253K Buy
1,663
+30
+2% +$4.56K 0.02% 61
2022
Q3
$242K Buy
+1,633
New +$242K 0.02% 59