Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Buy
1,425
+795
+126% +$55.8K 0.04% 284
2025
Q1
$40K Buy
630
+65
+12% +$4.13K 0.02% 386
2024
Q4
$43K Sell
565
-25
-4% -$1.9K 0.02% 374
2024
Q3
$52K Sell
590
-22
-4% -$1.94K 0.02% 348
2024
Q2
$47K Hold
612
0.02% 344
2024
Q1
$56K Sell
612
-3
-0.5% -$275 0.03% 316
2023
Q4
$67K Buy
615
+4
+0.7% +$436 0.05% 266
2023
Q3
$58K Sell
611
-1,013
-62% -$96.2K 0.04% 278
2023
Q2
$180K Buy
1,624
+12
+0.7% +$1.33K 0.13% 151
2023
Q1
$198K Buy
1,612
+16
+1% +$1.97K 0.16% 124
2022
Q4
$187K Sell
1,596
-490
-23% -$57.4K 0.16% 128
2022
Q3
$173K Sell
2,086
-17
-0.8% -$1.41K 0.17% 124
2022
Q2
$215K Buy
2,103
+4
+0.2% +$409 0.2% 112
2022
Q1
$282K Buy
+2,099
New +$282K 0.22% 96