Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$485K Buy
2,317
+37
+2% +$7.75K 0.13% 54
2024
Q4
$405K Buy
2,280
+100
+5% +$17.8K 0.1% 62
2024
Q3
$431K Sell
2,180
-1
-0% -$197 0.1% 62
2024
Q2
$374K Buy
2,181
+480
+28% +$82.3K 0.1% 65
2024
Q1
$310K Sell
1,701
-116
-6% -$21.1K 0.08% 68
2023
Q4
$282K Sell
1,817
-33
-2% -$5.11K 0.09% 69
2023
Q3
$276K Buy
1,850
+250
+16% +$37.3K 0.1% 65
2023
Q2
$216K Hold
1,600
0.08% 70
2023
Q1
$255K Hold
1,600
0.1% 67
2022
Q4
$259K Hold
1,600
0.12% 66
2022
Q3
$215K Sell
1,600
-1,603
-50% -$215K 0.11% 67
2022
Q2
$491K Hold
3,203
0.25% 45
2022
Q1
$519K Hold
3,203
0.29% 42
2021
Q4
$434K Buy
+3,203
New +$434K 0.24% 47