Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$185K Sell
1,008
-72
-7% -$13.2K 0.02% 258
2025
Q1
$190K Buy
1,080
+690
+177% +$121K 0.03% 243
2024
Q4
$73.2K Buy
390
+158
+68% +$29.6K 0.01% 325
2024
Q3
$44.5K Buy
232
+28
+14% +$5.37K 0.01% 366
2024
Q2
$36.8K Hold
204
0.01% 380
2024
Q1
$36.1K Hold
204
0.01% 397
2023
Q4
$31.4K Hold
204
0.01% 393
2023
Q3
$28.5K Sell
204
-6
-3% -$837 0.01% 423
2023
Q2
$31K Sell
210
-17
-7% -$2.51K 0.01% 414
2023
Q1
$34.5K Sell
227
-1
-0.4% -$152 0.01% 411
2022
Q4
$31K Buy
+228
New +$31K 0.01% 423
2018
Q1
Sell
-192
Closed -$16K 245
2017
Q4
$16K Hold
192
0.01% 407
2017
Q3
$14K Hold
192
0.01% 430
2017
Q2
$12K Buy
+192
New +$12K 0.01% 447
2016
Q1
Sell
-448
Closed -$22K 287
2015
Q4
$22K Buy
+448
New +$22K 0.02% 230