Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
3,028
+332
+12% +$25.1K 0.01% 223
2025
Q1
$202K Buy
2,696
+5
+0.2% +$375 0.01% 215
2024
Q4
$206K Buy
2,691
+2
+0.1% +$153 0.01% 217
2024
Q3
$210K Sell
2,689
-699
-21% -$54.6K 0.01% 208
2024
Q2
$242K Sell
3,388
-58
-2% -$4.14K 0.02% 206
2024
Q1
$280K Buy
3,446
+703
+26% +$57.1K 0.02% 191
2023
Q4
$201K Buy
+2,743
New +$201K 0.01% 212
2023
Q2
Sell
-2,688
Closed -$208K 177
2023
Q1
$208K Buy
2,688
+3
+0.1% +$232 0.02% 158
2022
Q4
$205K Buy
+2,685
New +$205K 0.02% 164
2022
Q3
Sell
-2,672
Closed -$226K 219
2022
Q2
$226K Hold
2,672
0.02% 215
2022
Q1
$219K Buy
+2,672
New +$219K 0.02% 228