Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
6,279
+219
+4% +$15.6K 0.07% 134
2025
Q1
$385K Sell
6,060
-136
-2% -$8.63K 0.06% 137
2024
Q4
$469K Buy
6,196
+166
+3% +$12.6K 0.08% 127
2024
Q3
$533K Buy
6,030
+148
+3% +$13.1K 0.09% 119
2024
Q2
$443K Sell
5,882
-185
-3% -$13.9K 0.08% 122
2024
Q1
$570K Sell
6,067
-117
-2% -$11K 0.1% 108
2023
Q4
$671K Sell
6,184
-5
-0.1% -$543 0.13% 100
2023
Q3
$592K Sell
6,189
-6
-0.1% -$574 0.13% 97
2023
Q2
$684K Buy
6,195
+151
+2% +$16.7K 0.14% 97
2023
Q1
$741K Buy
6,044
+8
+0.1% +$981 0.15% 96
2022
Q4
$706K Hold
6,036
0.15% 99
2022
Q3
$502K Sell
6,036
-86
-1% -$7.15K 0.11% 115
2022
Q2
$626K Buy
+6,122
New +$626K 0.13% 109
2022
Q1
Sell
-2,130
Closed -$355K 178
2021
Q4
$355K Buy
+2,130
New +$355K 0.07% 142