Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
1,181
+53
+5% +$9.71K 0.02% 261
2025
Q1
$198K Sell
1,128
-26
-2% -$4.57K 0.02% 261
2024
Q4
$216K Sell
1,154
-26
-2% -$4.88K 0.02% 245
2024
Q3
$226K Hold
1,180
0.02% 312
2024
Q2
$213K Buy
1,180
+27
+2% +$4.87K 0.02% 303
2024
Q1
$204K Buy
1,153
+19
+2% +$3.37K 0.02% 322
2023
Q4
$174K Buy
1,134
+53
+5% +$8.15K 0.02% 323
2023
Q3
$151K Sell
1,081
-25
-2% -$3.49K 0.02% 329
2023
Q2
$163K Hold
1,106
0.03% 320
2023
Q1
$168K Buy
1,106
+2
+0.2% +$304 0.03% 316
2022
Q4
$150K Buy
1,104
+1
+0.1% +$136 0.03% 321
2022
Q3
$129K Buy
1,103
+227
+26% +$26.5K 0.03% 321
2022
Q2
$106K Buy
876
+1
+0.1% +$121 0.02% 340
2022
Q1
$137K Buy
875
+508
+138% +$79.5K 0.03% 354
2021
Q4
$67K Buy
+367
New +$67K 0.01% 480