Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Buy
1,800
+25
+1% +$7.94K 0.21% 54
2025
Q1
$460K Buy
1,775
+80
+5% +$20.7K 0.18% 62
2024
Q4
$685K Hold
1,695
0.28% 40
2024
Q3
$443K Buy
1,695
+25
+1% +$6.54K 0.18% 53
2024
Q2
$330K Buy
1,670
+20
+1% +$3.96K 0.15% 62
2024
Q1
$278K Sell
1,650
-120
-7% -$20.2K 0.13% 67
2023
Q4
$343K Buy
1,770
+21
+1% +$4.07K 0.17% 59
2023
Q3
$438K Sell
1,749
-5
-0.3% -$1.25K 0.27% 40
2023
Q2
$459K Hold
1,754
0.28% 38
2023
Q1
$364K Buy
1,754
+18
+1% +$3.73K 0.24% 40
2022
Q4
$214K Hold
1,736
0.15% 60
2022
Q3
$460K Buy
1,736
+71
+4% +$18.8K 0.34% 31
2022
Q2
$374K Sell
1,665
-15
-0.9% -$3.37K 0.26% 41
2022
Q1
$603K Hold
1,680
0.37% 32
2021
Q4
$592K Hold
1,680
0.35% 33
2021
Q3
$434K Hold
1,680
0.28% 38
2021
Q2
$381K Buy
1,680
+150
+10% +$34K 0.24% 42
2021
Q1
$341K Buy
1,530
+30
+2% +$6.69K 0.23% 44
2020
Q4
$353K Buy
+1,500
New +$353K 0.26% 42