Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$501K Buy
3,779
+7
+0.2% +$927 0.13% 52
2024
Q4
$436K Sell
3,772
-120
-3% -$13.9K 0.11% 59
2024
Q3
$472K Buy
3,892
+150
+4% +$18.2K 0.11% 55
2024
Q2
$376K Buy
3,742
+42
+1% +$4.22K 0.1% 64
2024
Q1
$361K Hold
3,700
0.1% 58
2023
Q4
$311K Hold
3,700
0.1% 64
2023
Q3
$266K Buy
3,700
+1,083
+41% +$77.9K 0.1% 68
2023
Q2
$256K Sell
2,617
-20
-0.8% -$1.96K 0.09% 67
2023
Q1
$258K Hold
2,637
0.1% 65
2022
Q4
$266K Sell
2,637
-212
-7% -$21.4K 0.12% 64
2022
Q3
$233K Hold
2,849
0.12% 63
2022
Q2
$274K Buy
2,849
+1
+0% +$96 0.14% 64
2022
Q1
$282K Hold
2,848
0.16% 58
2021
Q4
$245K Buy
+2,848
New +$245K 0.14% 62