Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$600K Sell
2,864
-72
-2% -$15.1K 0.24% 36
2025
Q1
$501K Buy
2,936
+102
+4% +$17.4K 0.22% 40
2024
Q4
$502K Buy
2,834
+3
+0.1% +$531 0.24% 41
2024
Q3
$430K Sell
2,831
-91
-3% -$13.8K 0.21% 51
2024
Q2
$532K Buy
2,922
+2,130
+269% +$388K 0.28% 34
2024
Q1
$153K Buy
792
+308
+64% +$59.4K 0.08% 109
2023
Q4
$126K Buy
484
+379
+361% +$98.8K 0.09% 88
2023
Q3
$20.1K Hold
105
0.02% 237
2023
Q2
$22.2K Hold
105
0.02% 224
2023
Q1
$22.3K Hold
105
0.02% 239
2022
Q4
$20K Hold
105
0.02% 251
2022
Q3
$13K Hold
105
0.01% 294
2022
Q2
$14K Hold
105
0.01% 276
2022
Q1
$20K Hold
105
0.02% 240
2021
Q4
$21.1K Buy
+105
New +$21.1K 0.02% 243