Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Buy
619
+37
+6% +$29.4K 0.04% 240
2025
Q1
$475K Buy
582
+46
+9% +$37.5K 0.04% 218
2024
Q4
$506K Sell
536
-19
-3% -$17.9K 0.04% 185
2024
Q3
$493K Buy
555
+27
+5% +$24K 0.04% 198
2024
Q2
$399K Buy
528
+7
+1% +$5.3K 0.04% 210
2024
Q1
$430K Buy
521
+19
+4% +$15.7K 0.05% 187
2023
Q4
$404K Buy
502
+2
+0.4% +$1.61K 0.05% 174
2023
Q3
$363K Buy
500
+2
+0.4% +$1.45K 0.05% 184
2023
Q2
$390K Buy
498
+96
+24% +$75.3K 0.05% 170
2023
Q1
$290K Buy
+402
New +$290K 0.04% 203
2022
Q3
Sell
-347
Closed -$228K 212
2022
Q2
$228K Buy
347
+3
+0.9% +$1.97K 0.04% 173
2022
Q1
$255K Buy
344
+92
+37% +$68.2K 0.04% 165
2021
Q4
$213K Sell
252
-24
-9% -$20.3K 0.04% 182
2021
Q3
$218K Buy
276
+20
+8% +$15.8K 0.05% 177
2021
Q2
$205K Buy
+256
New +$205K 0.05% 173