Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
2,592
+190
+8% +$19K 0.03% 231
2025
Q1
$253K Buy
2,402
+83
+4% +$8.73K 0.03% 216
2024
Q4
$183K Sell
2,319
-35
-1% -$2.76K 0.02% 274
2024
Q3
$175K Hold
2,354
0.02% 372
2024
Q2
$220K Buy
2,354
+30
+1% +$2.81K 0.02% 296
2024
Q1
$243K Sell
2,324
-81
-3% -$8.47K 0.03% 286
2023
Q4
$218K Buy
2,405
+70
+3% +$6.34K 0.03% 291
2023
Q3
$190K Sell
2,335
-37
-2% -$3.02K 0.03% 288
2023
Q2
$165K Buy
2,372
+9
+0.4% +$624 0.03% 317
2023
Q1
$204K Buy
2,363
+22
+0.9% +$1.9K 0.03% 275
2022
Q4
$160K Buy
2,341
+1,305
+126% +$89.2K 0.03% 311
2022
Q3
$59K Buy
1,036
+26
+3% +$1.48K 0.01% 500
2022
Q2
$91K Buy
1,010
+32
+3% +$2.88K 0.02% 374
2022
Q1
$148K Buy
978
+167
+21% +$25.3K 0.03% 338
2021
Q4
$182K Buy
+811
New +$182K 0.04% 299