Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
9,615
+890
+10% +$36.7K 0.04% 188
2025
Q1
$364K Sell
8,725
-395
-4% -$16.5K 0.04% 195
2024
Q4
$535K Buy
9,120
+20
+0.2% +$1.17K 0.06% 162
2024
Q3
$628K Buy
9,100
+2,000
+28% +$138K 0.07% 153
2024
Q2
$453K Buy
7,100
+465
+7% +$29.7K 0.05% 164
2024
Q1
$623K Buy
6,635
+427
+7% +$40.1K 0.08% 139
2023
Q4
$456K Buy
6,208
+75
+1% +$5.51K 0.06% 152
2023
Q3
$382K Buy
6,133
+35
+0.6% +$2.18K 0.06% 156
2023
Q2
$451K Buy
6,098
+20
+0.3% +$1.48K 0.07% 147
2023
Q1
$479K Buy
6,078
+480
+9% +$37.8K 0.07% 139
2022
Q4
$383K Buy
5,598
+730
+15% +$49.9K 0.07% 149
2022
Q3
$258K Sell
4,868
-236
-5% -$12.5K 0.05% 164
2022
Q2
$320K Sell
5,104
-212
-4% -$13.3K 0.06% 157
2022
Q1
$446K Hold
5,316
0.06% 160
2021
Q4
$446K Sell
5,316
-932
-15% -$78.2K 0.06% 160
2021
Q3
$488K Buy
6,248
+1,025
+20% +$80.1K 0.07% 154
2021
Q2
$397K Buy
5,223
+510
+11% +$38.8K 0.05% 163
2021
Q1
$303K Sell
4,713
-115
-2% -$7.39K 0.05% 171
2020
Q4
$261K Buy
+4,828
New +$261K 0.04% 175