Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$685K Buy
9,049
+211
+2% +$16K 0.09% 139
2025
Q1
$663K Sell
8,838
-2,505
-22% -$188K 0.09% 140
2024
Q4
$867K Buy
11,343
+2,433
+27% +$186K 0.12% 112
2024
Q3
$696K Buy
8,910
+2,981
+50% +$233K 0.1% 128
2024
Q2
$423K Buy
5,929
+817
+16% +$58.3K 0.07% 153
2024
Q1
$415K Buy
5,112
+4,515
+756% +$367K 0.07% 156
2023
Q4
$43.7K Sell
597
-33
-5% -$2.41K 0.01% 370
2023
Q3
$41.6K Buy
630
+33
+6% +$2.18K 0.01% 388
2023
Q2
$44.3K Sell
597
-15
-2% -$1.11K 0.01% 382
2023
Q1
$47.3K Sell
612
-45
-7% -$3.48K 0.01% 378
2022
Q4
$50K Buy
+657
New +$50K 0.01% 370
2018
Q1
Sell
-420
Closed -$26K 422
2017
Q4
$26K Hold
420
0.01% 358
2017
Q3
$23K Hold
420
0.01% 380
2017
Q2
$21K Buy
420
+265
+171% +$13.3K 0.01% 375
2017
Q1
$8K Hold
155
0.01% 366
2016
Q4
$9K Buy
+155
New +$9K 0.01% 382