Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Buy
1,549
+4
+0.3% +$422 0.06% 108
2025
Q1
$172K Buy
1,545
+54
+4% +$6.01K 0.08% 97
2024
Q4
$154K Sell
1,491
-96
-6% -$9.93K 0.07% 99
2024
Q3
$177K Buy
1,587
+7
+0.4% +$783 0.09% 103
2024
Q2
$141K Buy
1,580
+9
+0.6% +$804 0.07% 115
2024
Q1
$135K Buy
1,571
+248
+19% +$21.3K 0.07% 118
2023
Q4
$109K Sell
1,323
-43
-3% -$3.55K 0.08% 100
2023
Q3
$105K Sell
1,366
-126
-8% -$9.67K 0.08% 88
2023
Q2
$104K Sell
1,492
-108
-7% -$7.54K 0.08% 102
2023
Q1
$103K Buy
1,600
+10
+0.6% +$645 0.08% 101
2022
Q4
$114K Buy
1,590
+9
+0.6% +$647 0.09% 92
2022
Q3
$89K Buy
1,581
+1,004
+174% +$56.5K 0.07% 102
2022
Q2
$32K Buy
577
+4
+0.7% +$222 0.03% 181
2022
Q1
$37K Buy
573
+245
+75% +$15.8K 0.03% 178
2021
Q4
$19.1K Buy
+328
New +$19.1K 0.02% 250