Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$362K Buy
1,396
+44
+3% +$11.4K 0.1% 68
2024
Q4
$546K Buy
1,352
+56
+4% +$22.6K 0.13% 48
2024
Q3
$339K Buy
1,296
+30
+2% +$7.85K 0.08% 74
2024
Q2
$251K Sell
1,266
-75
-6% -$14.8K 0.07% 85
2024
Q1
$236K Sell
1,341
-25
-2% -$4.4K 0.06% 76
2023
Q4
$339K Hold
1,366
0.1% 60
2023
Q3
$342K Sell
1,366
-10
-0.7% -$2.5K 0.12% 54
2023
Q2
$360K Sell
1,376
-25
-2% -$6.54K 0.13% 55
2023
Q1
$291K Buy
+1,401
New +$291K 0.11% 60
2022
Q4
Sell
-1,276
Closed -$338K 74
2022
Q3
$338K Buy
1,276
+25
+2% +$6.62K 0.18% 50
2022
Q2
$281K Hold
1,251
0.14% 63
2022
Q1
$449K Hold
1,251
0.25% 47
2021
Q4
$441K Buy
+1,251
New +$441K 0.24% 46