Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Buy
1,651
+16
+1% +$1.49K 0.06% 112
2025
Q1
$119K Buy
1,635
+206
+14% +$15K 0.05% 131
2024
Q4
$86.2K Buy
1,429
+20
+1% +$1.21K 0.04% 151
2024
Q3
$106K Buy
1,409
+1
+0.1% +$75 0.05% 143
2024
Q2
$102K Sell
1,408
-30
-2% -$2.18K 0.05% 146
2024
Q1
$111K Buy
1,438
+1,048
+269% +$80.7K 0.06% 141
2023
Q4
$24K Hold
390
0.02% 234
2023
Q3
$17.9K Hold
390
0.01% 249
2023
Q2
$16.8K Buy
390
+5
+1% +$216 0.01% 262
2023
Q1
$12.2K Buy
385
+15
+4% +$476 0.01% 333
2022
Q4
$9.15K Hold
370
0.01% 361
2022
Q3
$10K Sell
370
-81
-18% -$2.19K 0.01% 346
2022
Q2
$9K Hold
451
0.01% 360
2022
Q1
$16K Hold
451
0.01% 277
2021
Q4
$18.9K Buy
+451
New +$18.9K 0.02% 254