Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Sell
1,407
-122
-8% -$43.6K 0.2% 45
2025
Q1
$416K Sell
1,529
-139
-8% -$37.8K 0.18% 49
2024
Q4
$553K Sell
1,668
-71
-4% -$23.6K 0.27% 34
2024
Q3
$576K Buy
1,739
+16
+0.9% +$5.3K 0.28% 37
2024
Q2
$540K Buy
1,723
+72
+4% +$22.6K 0.29% 33
2024
Q1
$516K Buy
1,651
+300
+22% +$93.8K 0.28% 35
2023
Q4
$325K Buy
1,351
+355
+36% +$85.5K 0.23% 40
2023
Q3
$212K Buy
996
+228
+30% +$48.6K 0.17% 58
2023
Q2
$154K Buy
768
+93
+14% +$18.7K 0.12% 77
2023
Q1
$116K Buy
675
+233
+53% +$39.9K 0.09% 93
2022
Q4
$69.3K Buy
442
+71
+19% +$11.1K 0.06% 129
2022
Q3
$49K Buy
371
+42
+13% +$5.55K 0.04% 153
2022
Q2
$42K Buy
329
+269
+448% +$34.3K 0.04% 155
2022
Q1
$9K Hold
60
0.01% 341
2021
Q4
$10.4K Buy
+60
New +$10.4K 0.01% 323