Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Buy
2,900
+1,200
+71% +$223K 0.27% 41
2025
Q1
$356K Sell
1,700
-150
-8% -$31.4K 0.2% 37
2024
Q4
$329K Hold
1,850
0.16% 41
2024
Q3
$365K Sell
1,850
-200
-10% -$39.5K 0.17% 35
2024
Q2
$352K Sell
2,050
-863
-30% -$148K 0.17% 37
2024
Q1
$530K Sell
2,913
-171
-6% -$31.1K 0.25% 29
2023
Q4
$478K Buy
3,084
+1,000
+48% +$155K 0.23% 27
2023
Q3
$311K Hold
2,084
0.2% 29
2023
Q2
$281K Sell
2,084
-424
-17% -$57.2K 0.18% 26
2023
Q1
$400K Hold
2,508
0.26% 10
2022
Q4
$405K Buy
+2,508
New +$405K 0.23% 28
2020
Q3
$220K Buy
2,508
+150
+6% +$13.2K 0.31% 92
2020
Q2
$232K Hold
2,358
0.25% 76
2020
Q1
$180K Sell
2,358
-4,142
-64% -$316K 0.28% 95
2019
Q4
$576K Buy
+6,500
New +$576K 0.54% 49