Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
286
+13
+5% +$10.3K 0.02% 253
2025
Q1
$223K Sell
273
-3
-1% -$2.45K 0.02% 240
2024
Q4
$260K Buy
276
+36
+15% +$34K 0.03% 211
2024
Q3
$213K Sell
240
-30
-11% -$26.6K 0.02% 320
2024
Q2
$204K Buy
270
+15
+6% +$11.4K 0.02% 311
2024
Q1
$211K Buy
255
+9
+4% +$7.43K 0.02% 313
2023
Q4
$198K Buy
246
+32
+15% +$25.8K 0.03% 309
2023
Q3
$155K Buy
214
+25
+13% +$18.2K 0.02% 321
2023
Q2
$148K Sell
189
-25
-12% -$19.6K 0.02% 340
2023
Q1
$154K Hold
214
0.03% 325
2022
Q4
$140K Buy
214
+60
+39% +$39.3K 0.03% 332
2022
Q3
$88K Buy
154
+133
+633% +$76K 0.02% 401
2022
Q2
$14K Buy
21
+18
+600% +$12K ﹤0.01% 771
2022
Q1
$2K Hold
3
﹤0.01% 1140
2021
Q4
$3K Buy
+3
New +$3K ﹤0.01% 972