Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$193K Buy
37,310
+2,998
+9% +$15.5K 0.01% 486
2025
Q1
$181K Buy
34,312
+6,008
+21% +$31.7K 0.02% 445
2024
Q4
$125K Buy
28,304
+2,665
+10% +$11.8K 0.01% 416
2024
Q3
$112K Sell
25,639
-7,839
-23% -$34.3K 0.01% 419
2024
Q2
$127K Sell
33,478
-465
-1% -$1.76K 0.01% 369
2024
Q1
$120K Buy
33,943
+10,815
+47% +$38.3K 0.01% 373
2023
Q4
$79.1K Sell
23,128
-5,274
-19% -$18K 0.01% 355
2023
Q3
$106K Sell
28,402
-3,117
-10% -$11.7K 0.01% 322
2023
Q2
$131K Buy
31,519
+13,950
+79% +$58K 0.02% 321
2023
Q1
$86.3K Buy
+17,569
New +$86.3K 0.01% 289
2022
Q4
Sell
-20,933
Closed -$89K 232
2022
Q3
$89K Buy
20,933
+10,824
+107% +$46K 0.02% 194
2022
Q2
$47K Buy
+10,109
New +$47K 0.01% 210
2022
Q1
Sell
-10,740
Closed -$67K 246
2021
Q4
$67K Buy
+10,740
New +$67K 0.01% 212