Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$429K Buy
1,537
+158
+11% +$44.1K 0.15% 84
2025
Q1
$430K Sell
1,379
-102
-7% -$31.8K 0.16% 78
2024
Q4
$386K Buy
1,481
+24
+2% +$6.25K 0.15% 77
2024
Q3
$469K Buy
1,457
+5
+0.3% +$1.61K 0.18% 64
2024
Q2
$454K Hold
1,452
0.2% 54
2024
Q1
$413K Sell
1,452
-2
-0.1% -$568 0.19% 54
2023
Q4
$419K Buy
1,454
+128
+10% +$36.9K 0.21% 51
2023
Q3
$356K Buy
1,326
+2
+0.2% +$537 0.19% 60
2023
Q2
$294K Buy
1,324
+71
+6% +$15.8K 0.12% 84
2023
Q1
$303K Buy
1,253
+1,200
+2,264% +$290K 0.16% 71
2022
Q4
$13.9K Buy
53
+24
+83% +$6.3K 0.01% 329
2022
Q3
$7K Sell
29
-1
-3% -$241 ﹤0.01% 373
2022
Q2
$7K Buy
30
+22
+275% +$5.13K ﹤0.01% 367
2022
Q1
$2K Hold
8
﹤0.01% 437
2021
Q4
$2K Buy
+8
New +$2K ﹤0.01% 441
2021
Q2
$2K Hold
8
﹤0.01% 398
2021
Q1
$2K Sell
8
-34
-81% -$8.5K ﹤0.01% 362
2020
Q4
$10K Buy
42
+23
+121% +$5.48K 0.01% 256
2020
Q3
$5K Sell
19
-18
-49% -$4.74K 0.01% 251
2020
Q2
$9K Buy
+37
New +$9K 0.01% 183