Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
3,218
+212
+7% +$25.5K 0.01% 807
2025
Q1
$443K Buy
3,006
+324
+12% +$47.7K 0.02% 665
2024
Q4
$436K Buy
2,682
+1,061
+65% +$172K 0.02% 666
2024
Q3
$264K Buy
1,621
+9
+0.6% +$1.47K 0.01% 816
2024
Q2
$220K Buy
1,612
+25
+2% +$3.41K 0.01% 875
2024
Q1
$243K Buy
1,587
+29
+2% +$4.44K 0.01% 788
2023
Q4
$222K Sell
1,558
-86
-5% -$12.3K 0.01% 800
2023
Q3
$215K Buy
1,644
+76
+5% +$9.96K 0.02% 733
2023
Q2
$249K Sell
1,568
-619
-28% -$98.4K 0.02% 663
2023
Q1
$346K Buy
2,187
+158
+8% +$25K 0.02% 615
2022
Q4
$285K Buy
2,029
+207
+11% +$29K 0.03% 568
2022
Q3
$233 Buy
1,822
+28
+2% +$4 0.01% 611
2022
Q2
$253K Buy
1,794
+61
+4% +$8.6K 0.03% 514
2022
Q1
$241K Buy
1,733
+266
+18% +$37K 0.03% 566
2021
Q4
$256K Buy
+1,467
New +$256K 0.03% 547
2019
Q1
Sell
-144
Closed -$22K 624
2018
Q4
$22K Buy
+144
New +$22K 0.01% 883
2018
Q1
$17K Hold
127
0.01% 920
2017
Q4
$19K Buy
+127
New +$19K 0.01% 874