Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
1,386
+28
+2% +$2.22K 0.04% 141
2025
Q1
$117K Sell
1,358
-76
-5% -$6.57K 0.05% 130
2024
Q4
$142K Hold
1,434
0.06% 121
2024
Q3
$163K Sell
1,434
-50
-3% -$5.68K 0.07% 118
2024
Q2
$187K Buy
1,484
+34
+2% +$4.28K 0.08% 108
2024
Q1
$182K Hold
1,450
0.08% 109
2023
Q4
$154K Buy
1,450
+600
+71% +$63.7K 0.08% 116
2023
Q3
$88.1K Buy
850
+398
+88% +$41.2K 0.05% 144
2023
Q2
$51.4K Hold
452
0.03% 172
2023
Q1
$50.6K Hold
452
0.03% 173
2022
Q4
$50.7K Sell
452
-15
-3% -$1.68K 0.03% 159
2022
Q3
$39K Buy
467
+87
+23% +$7.27K 0.03% 179
2022
Q2
$35K Hold
380
0.02% 193
2022
Q1
$29K Hold
380
0.02% 211
2021
Q4
$31K Hold
380
0.02% 210
2021
Q3
$28K Hold
380
0.02% 203
2021
Q2
$30K Buy
380
+296
+352% +$23.4K 0.02% 182
2021
Q1
$6K Hold
84
﹤0.01% 317
2020
Q4
$6K Hold
84
0.01% 288
2020
Q3
$7K Hold
84
0.01% 256
2020
Q2
$6K Sell
84
-215
-72% -$15.4K 0.01% 284
2020
Q1
$22K Sell
299
-109
-27% -$8.02K 0.03% 174
2019
Q4
$35K Buy
+408
New +$35K 0.03% 161