Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
6,611
+148
+2% +$10.3K 0.08% 146
2025
Q1
$399K Buy
6,463
+2
+0% +$123 0.08% 139
2024
Q4
$382K Sell
6,461
-182
-3% -$10.8K 0.07% 135
2024
Q3
$354K Sell
6,643
-104
-2% -$5.54K 0.07% 149
2024
Q2
$321K Sell
6,747
-410
-6% -$19.5K 0.07% 147
2024
Q1
$357K Buy
7,157
+341
+5% +$17K 0.08% 142
2023
Q4
$344K Sell
6,816
-124
-2% -$6.26K 0.09% 134
2023
Q3
$373K Buy
6,940
+30
+0.4% +$1.61K 0.12% 119
2023
Q2
$358K Buy
6,910
+18
+0.3% +$931 0.11% 125
2023
Q1
$328K Hold
6,892
0.12% 139
2022
Q4
$328K Buy
6,892
+2,030
+42% +$96.7K 0.12% 139
2022
Q3
$207K Buy
+4,862
New +$207K 0.08% 159
2022
Q2
Sell
-5,115
Closed -$285K 157
2022
Q1
$285K Sell
5,115
-43
-0.8% -$2.4K 0.1% 146
2021
Q4
$327K Buy
+5,158
New +$327K 0.11% 141