Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Hold
35,586
0.08% 185
2025
Q1
$188K Sell
35,586
-2,996
-8% -$15.8K 0.09% 170
2024
Q4
$171K Buy
38,582
+3,853
+11% +$17.1K 0.08% 174
2024
Q3
$152K Buy
34,729
+1,435
+4% +$6.27K 0.07% 192
2024
Q2
$126K Buy
33,294
+13,558
+69% +$51.2K 0.07% 173
2024
Q1
$69.9K Hold
19,736
0.04% 195
2023
Q4
$67.5K Hold
19,736
0.04% 170
2023
Q3
$73.8K Buy
19,736
+5,577
+39% +$20.9K 0.05% 144
2023
Q2
$58.9K Hold
14,159
0.04% 156
2023
Q1
$69.5K Buy
+14,159
New +$69.5K 0.05% 149
2022
Q3
Sell
-25,137
Closed -$116K 140
2022
Q2
$116K Buy
25,137
+10,877
+76% +$50.2K 0.09% 122
2022
Q1
$78K Buy
+14,260
New +$78K 0.07% 117
2021
Q4
Sell
-12,296
Closed -$67K 114
2021
Q3
$67K Buy
+12,296
New +$67K 0.08% 94