Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
3,202
+2,300
+255% +$182K 0.2% 29
2025
Q1
$81K Sell
902
-316
-26% -$28.4K 0.07% 51
2024
Q4
$121K Buy
1,218
+316
+35% +$31.4K 0.11% 40
2024
Q3
$102K Sell
902
-340
-27% -$38.6K 0.09% 44
2024
Q2
$156K Buy
1,242
+42
+4% +$5.27K 0.14% 35
2024
Q1
$153K Hold
1,200
0.14% 38
2023
Q4
$123K Hold
1,200
0.12% 42
2023
Q3
$124K Hold
1,200
0.13% 42
2023
Q2
$138K Hold
1,200
0.13% 42
2023
Q1
$127K Hold
1,200
0.14% 46
2022
Q4
$132K Sell
1,200
-25
-2% -$2.75K 0.14% 49
2022
Q3
$105K Hold
1,225
0.12% 52
2022
Q2
$112K Hold
1,225
0.13% 54
2022
Q1
$100K Hold
1,225
0.1% 57
2021
Q4
$94K Sell
1,225
-86
-7% -$6.6K 0.09% 68
2021
Q3
$98K Hold
1,311
0.11% 63
2021
Q2
$102K Buy
1,311
+173
+15% +$13.5K 0.11% 62
2021
Q1
$84K Buy
+1,138
New +$84K 0.1% 65