Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$657K Buy
2,900
+57
+2% +$12.9K 0.14% 77
2025
Q1
$472K Sell
2,843
-57
-2% -$9.46K 0.11% 89
2024
Q4
$573K Buy
2,900
+99
+4% +$19.6K 0.09% 126
2024
Q3
$486K Buy
2,801
+200
+8% +$34.7K 0.08% 136
2024
Q2
$452K Hold
2,601
0.08% 133
2024
Q1
$354K Hold
2,601
0.07% 139
2023
Q4
$270K Sell
2,601
-400
-13% -$41.6K 0.06% 144
2023
Q3
$261K Hold
3,001
0.06% 141
2023
Q2
$303K Hold
3,001
0.07% 143
2023
Q1
$279K Hold
3,001
0.07% 149
2022
Q4
$224K Hold
3,001
0.06% 162
2022
Q3
$206K Sell
3,001
-1,405
-32% -$96.4K 0.06% 164
2022
Q2
$360K Hold
4,406
0.09% 139
2022
Q1
$459K Sell
4,406
-1,926
-30% -$201K 0.11% 130
2021
Q4
$778K Buy
+6,332
New +$778K 0.18% 100