Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Buy
4,881
+555
+13% +$39.4K 0.01% 170
2025
Q1
$275K Buy
4,326
+109
+3% +$6.92K 0.01% 171
2024
Q4
$319K Sell
4,217
-232
-5% -$17.6K 0.01% 147
2024
Q3
$393K Sell
4,449
-177
-4% -$15.6K 0.01% 141
2024
Q2
$349K Buy
4,626
+545
+13% +$41.1K 0.01% 148
2024
Q1
$384K Sell
4,081
-5
-0.1% -$470 0.02% 139
2023
Q4
$391K Hold
4,086
0.02% 122
2023
Q3
$391K Sell
4,086
-58
-1% -$5.55K 0.02% 122
2023
Q2
$457K Sell
4,144
-608
-13% -$67.1K 0.03% 109
2023
Q1
$583K Buy
4,752
+506
+12% +$62.1K 0.04% 99
2022
Q4
$497K Buy
4,246
+462
+12% +$54.1K 0.04% 97
2022
Q3
$315K Buy
3,784
+83
+2% +$6.91K 0.03% 111
2022
Q2
$378K Buy
3,701
+199
+6% +$20.3K 0.03% 106
2022
Q1
$471K Buy
3,502
+31
+0.9% +$4.17K 0.04% 90
2021
Q4
$579K Buy
3,471
+10
+0.3% +$1.67K 0.05% 80
2021
Q3
$503K Hold
3,461
0.05% 89
2021
Q2
$535K Buy
3,461
+160
+5% +$24.7K 0.06% 83
2021
Q1
$439K Hold
3,301
0.07% 82
2020
Q4
$470K Buy
+3,301
New +$470K 0.09% 62