Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
7,293
+180
+3% +$9.27K 0.01% 890
2025
Q1
$381K Buy
7,113
+1,787
+34% +$95.6K 0.01% 825
2024
Q4
$255K Sell
5,326
-72
-1% -$3.45K 0.01% 938
2024
Q3
$240K Buy
5,398
+198
+4% +$8.8K 0.01% 942
2024
Q2
$221K Sell
5,200
-92
-2% -$3.92K 0.01% 913
2024
Q1
$220K Buy
5,292
+1,171
+28% +$48.7K 0.01% 883
2023
Q4
$151K Sell
4,121
-901
-18% -$33.1K 0.01% 971
2023
Q3
$179K Buy
5,022
+623
+14% +$22.2K 0.01% 824
2023
Q2
$149K Sell
4,399
-722
-14% -$24.5K 0.01% 902
2023
Q1
$176K Buy
5,121
+10
+0.2% +$345 0.01% 812
2022
Q4
$168K Buy
5,111
+156
+3% +$5.12K 0.01% 804
2022
Q3
$144K Hold
4,955
0.01% 830
2022
Q2
$144K Buy
+4,955
New +$144K 0.01% 830
2021
Q4
$136K Sell
4,580
-1,683
-27% -$50K 0.01% 849
2021
Q3
$178K Sell
6,263
-4
-0.1% -$114 0.01% 1080
2021
Q2
$186K Buy
6,267
+319
+5% +$9.47K 0.01% 1082
2021
Q1
$152K Buy
+5,948
New +$152K 0.01% 1097