Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Sell
785
-30
-4% -$14.6K 0.26% 101
2025
Q1
$501K Buy
815
+18
+2% +$11.1K 0.33% 92
2024
Q4
$422K Buy
797
+249
+45% +$132K 0.27% 104
2024
Q3
$329K Buy
548
+20
+4% +$12K 0.22% 123
2024
Q2
$286K Buy
+528
New +$286K 0.2% 125
2023
Q3
Sell
-387
Closed -$210K 180
2023
Q2
$210K Hold
387
0.17% 174
2023
Q1
$208K Buy
+387
New +$208K 0.16% 179
2022
Q1
Sell
-390
Closed -$206K 200
2021
Q4
$206K Buy
+390
New +$206K 0.14% 195
2021
Q3
Sell
-479
Closed -$227K 184
2021
Q2
$227K Sell
479
-5
-1% -$2.37K 0.17% 163
2021
Q1
$222K Sell
484
-49
-9% -$22.5K 0.18% 161
2020
Q4
$284K Buy
+533
New +$284K 0.23% 137