Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
3,264
+19
+0.6% +$1.5K 0.01% 214
2025
Q1
$291K Buy
3,245
+647
+25% +$58.1K 0.01% 162
2024
Q4
$258K Sell
2,598
-689
-21% -$68.5K 0.01% 163
2024
Q3
$373K Sell
3,287
-272
-8% -$30.9K 0.01% 144
2024
Q2
$441K Buy
3,559
+363
+11% +$44.9K 0.02% 136
2024
Q1
$422K Sell
3,196
-172
-5% -$22.7K 0.02% 131
2023
Q4
$347K Hold
3,368
0.02% 128
2023
Q3
$347K Buy
3,368
+94
+3% +$9.68K 0.02% 128
2023
Q2
$378K Buy
3,274
+416
+15% +$48K 0.02% 126
2023
Q1
$304K Buy
2,858
+381
+15% +$40.5K 0.02% 132
2022
Q4
$275K Buy
+2,477
New +$275K 0.02% 127