Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
4,444
-36
-0.8% -$2.54K 0.14% 96
2025
Q1
$328K Sell
4,480
-109
-2% -$7.99K 0.16% 95
2024
Q4
$288K Buy
4,589
+90
+2% +$5.64K 0.13% 102
2024
Q3
$297K Hold
4,499
0.14% 106
2024
Q2
$325K Hold
4,499
0.17% 96
2024
Q1
$302K Buy
4,499
+28
+0.6% +$1.88K 0.15% 103
2023
Q4
$294K Buy
4,471
+1,159
+35% +$76.3K 0.15% 101
2023
Q3
$213K Buy
3,312
+2,890
+685% +$186K 0.13% 115
2023
Q2
$25.5K Sell
422
-73
-15% -$4.41K 0.02% 257
2023
Q1
$28.5K Hold
495
0.02% 249
2022
Q4
$28.2K Hold
495
0.02% 249
2022
Q3
$24K Buy
495
+145
+41% +$7.03K 0.02% 250
2022
Q2
$18K Hold
350
0.01% 278
2022
Q1
$19K Buy
+350
New +$19K 0.01% 282