Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$618K Buy
1,947
+72
+4% +$22.9K 0.15% 51
2025
Q1
$486K Buy
1,875
+92
+5% +$23.8K 0.13% 53
2024
Q4
$720K Buy
1,783
+72
+4% +$29.1K 0.21% 41
2024
Q3
$448K Hold
1,711
0.14% 55
2024
Q2
$339K Hold
1,711
0.12% 61
2024
Q1
$301K Buy
1,711
+33
+2% +$5.8K 0.11% 70
2023
Q4
$417K Sell
1,678
-77
-4% -$19.1K 0.19% 53
2023
Q3
$439K Buy
1,755
+76
+5% +$19K 0.24% 41
2023
Q2
$439K Sell
1,679
-116
-6% -$30.4K 0.25% 41
2023
Q1
$372K Hold
1,795
0.23% 44
2022
Q4
$221K Sell
1,795
-83
-4% -$10.2K 0.17% 53
2022
Q3
$498K Buy
1,878
+27
+1% +$7.16K 0.41% 31
2022
Q2
$415K Hold
1,851
0.34% 31
2022
Q1
$664K Buy
1,851
+18
+1% +$6.46K 0.46% 29
2021
Q4
$646K Buy
+1,833
New +$646K 0.48% 29