Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
1,035
-54
-5% -$15.1K 0.11% 70
2025
Q1
$339K Buy
1,089
+578
+113% +$180K 0.15% 62
2024
Q4
$133K Sell
511
-105
-17% -$27.4K 0.06% 119
2024
Q3
$198K Sell
616
-11
-2% -$3.54K 0.1% 90
2024
Q2
$196K Buy
627
+4
+0.6% +$1.25K 0.1% 97
2024
Q1
$177K Buy
623
+296
+91% +$84.1K 0.09% 99
2023
Q4
$94.2K Buy
327
+300
+1,111% +$86.4K 0.07% 109
2023
Q3
$7.24K Hold
27
0.01% 342
2023
Q2
$5.93K Sell
27
-25
-48% -$5.49K ﹤0.01% 402
2023
Q1
$12.7K Buy
52
+4
+8% +$974 0.01% 325
2022
Q4
$12.6K Hold
48
0.01% 319
2022
Q3
$11K Buy
48
+1
+2% +$229 0.01% 321
2022
Q2
$11K Hold
47
0.01% 320
2022
Q1
$11K Buy
47
+1
+2% +$234 0.01% 310
2021
Q4
$10.5K Buy
+46
New +$10.5K 0.01% 321