Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Buy
452
+11
+2% +$9.86K 0.01% 857
2025
Q1
$300K Buy
441
+48
+12% +$32.6K 0.01% 928
2024
Q4
$248K Buy
393
+7
+2% +$4.41K 0.01% 950
2024
Q3
$299K Buy
386
+23
+6% +$17.8K 0.01% 853
2024
Q2
$299K Buy
363
+34
+10% +$28K 0.01% 797
2024
Q1
$230K Buy
329
+11
+3% +$7.69K 0.01% 865
2023
Q4
$185K Buy
318
+44
+16% +$25.6K 0.01% 888
2023
Q3
$126K Buy
274
+29
+12% +$13.3K 0.01% 961
2023
Q2
$119K Buy
245
+1
+0.4% +$485 0.01% 985
2023
Q1
$97.4K Sell
244
-25
-9% -$9.98K 0.01% 1053
2022
Q4
$101K Buy
269
+3
+1% +$1.13K 0.01% 1004
2022
Q3
$85K Hold
266
0.01% 1048
2022
Q2
$85K Buy
+266
New +$85K 0.01% 1048
2021
Q4
$88K Sell
205
-310
-60% -$133K 0.01% 1023
2021
Q3
$172K Buy
515
+11
+2% +$3.67K 0.01% 1099
2021
Q2
$163K Sell
504
-121
-19% -$39.1K 0.01% 1143
2021
Q1
$207K Buy
+625
New +$207K 0.01% 946