Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Buy
577
+86
+18% +$27.3K 0.09% 74
2025
Q1
$127K Buy
491
+4
+0.8% +$1.04K 0.07% 87
2024
Q4
$197K Hold
487
0.11% 69
2024
Q3
$127K Buy
487
+56
+13% +$14.7K 0.07% 81
2024
Q2
$85.3K Sell
431
-2
-0.5% -$396 0.05% 98
2024
Q1
$76.1K Buy
433
+78
+22% +$13.7K 0.05% 97
2023
Q4
$88.2K Hold
355
0.06% 95
2023
Q3
$88.8K Hold
355
0.08% 70
2023
Q2
$92.9K Buy
355
+12
+3% +$3.14K 0.08% 76
2023
Q1
$71.2K Buy
343
+10
+3% +$2.08K 0.07% 77
2022
Q4
$41K Sell
333
-100
-23% -$12.3K 0.04% 98
2022
Q3
$115K Buy
433
+85
+24% +$22.5K 0.12% 49
2022
Q2
$78.1K Sell
348
-75
-18% -$16.8K 0.08% 68
2022
Q1
$152K Buy
423
+81
+24% +$29.1K 0.13% 48
2021
Q4
$120K Buy
+342
New +$120K 0.09% 59