Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$592K Buy
1,657
+126
+8% +$45K 0.06% 137
2025
Q1
$416K Sell
1,531
-42
-3% -$11.4K 0.04% 151
2024
Q4
$522K Buy
1,573
+193
+14% +$64K 0.05% 140
2024
Q3
$456K Buy
1,380
+35
+3% +$11.6K 0.05% 193
2024
Q2
$422K Buy
1,345
+13
+1% +$4.08K 0.05% 190
2024
Q1
$417K Sell
1,332
-2
-0.1% -$626 0.05% 198
2023
Q4
$321K Buy
1,334
+49
+4% +$11.8K 0.04% 220
2023
Q3
$274K Buy
1,285
+195
+18% +$41.6K 0.04% 223
2023
Q2
$219K Hold
1,090
0.03% 261
2023
Q1
$187K Buy
1,090
+266
+32% +$45.6K 0.03% 292
2022
Q4
$129K Buy
824
+86
+12% +$13.5K 0.02% 352
2022
Q3
$98K Buy
738
+97
+15% +$12.9K 0.02% 380
2022
Q2
$81K Buy
641
+90
+16% +$11.4K 0.02% 398
2022
Q1
$84K Sell
551
-1,910
-78% -$291K 0.02% 450
2021
Q4
$425K Buy
+2,461
New +$425K 0.09% 186