Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Buy
2,083
+13
+0.6% +$2.24K 0.03% 185
2025
Q1
$457K Buy
2,070
+98
+5% +$21.6K 0.05% 144
2024
Q4
$405K Buy
1,972
+14
+0.7% +$2.88K 0.04% 158
2024
Q3
$351K Buy
1,958
+700
+56% +$126K 0.04% 231
2024
Q2
$187K Buy
1,258
+47
+4% +$7.01K 0.02% 323
2024
Q1
$194K Buy
1,211
+68
+6% +$10.9K 0.02% 331
2023
Q4
$152K Buy
1,143
+2
+0.2% +$266 0.02% 360
2023
Q3
$129K Sell
1,141
-91
-7% -$10.3K 0.02% 352
2023
Q2
$155K Hold
1,232
0.02% 329
2023
Q1
$139K Sell
1,232
-36
-3% -$4.07K 0.02% 350
2022
Q4
$128K Sell
1,268
-33
-3% -$3.34K 0.02% 354
2022
Q3
$122K Buy
1,301
+265
+26% +$24.9K 0.03% 331
2022
Q2
$92K Buy
1,036
+81
+8% +$7.19K 0.02% 371
2022
Q1
$97K Sell
955
-25
-3% -$2.54K 0.02% 423
2021
Q4
$102K Buy
+980
New +$102K 0.02% 400