Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Buy
33,509
+3,890
+13% +$59.1K 0.02% 128
2025
Q1
$383K Buy
29,619
+5,750
+24% +$74.3K 0.02% 134
2024
Q4
$235K Sell
23,869
-370
-2% -$3.64K 0.01% 154
2024
Q3
$242K Hold
24,239
0.01% 142
2024
Q2
$242K Buy
24,239
+124
+0.5% +$1.24K 0.01% 142
2024
Q1
$284K Sell
24,115
-165
-0.7% -$1.94K 0.02% 136
2023
Q4
$278K Hold
24,280
0.02% 133
2023
Q3
$279K Hold
24,280
0.02% 132
2023
Q2
$283K Sell
24,280
-675
-3% -$7.87K 0.02% 157
2023
Q1
$298K Buy
24,955
+2,850
+13% +$34K 0.02% 156
2022
Q4
$218K Sell
22,105
-7,025
-24% -$69.3K 0.01% 170
2022
Q3
$262K Buy
29,130
+14,915
+105% +$134K 0.02% 147
2022
Q2
$167K Sell
14,215
-630
-4% -$7.4K 0.01% 181
2022
Q1
$175K Buy
14,845
+2,305
+18% +$27.2K 0.01% 185
2021
Q4
$132K Buy
12,540
+2,000
+19% +$21.1K 0.01% 186
2021
Q3
$114K Buy
+10,540
New +$114K 0.01% 181