Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Buy
7,412
+155
+2% +$9.03K 0.21% 112
2025
Q1
$350K Buy
7,257
+1,412
+24% +$68.2K 0.19% 123
2024
Q4
$218K Buy
5,845
+2,885
+97% +$107K 0.11% 165
2024
Q3
$158K Hold
2,960
0.08% 183
2024
Q2
$124K Buy
2,960
+5
+0.2% +$209 0.07% 196
2024
Q1
$106K Buy
2,955
+570
+24% +$20.4K 0.06% 210
2023
Q4
$98.7K Buy
2,385
+210
+10% +$8.69K 0.07% 212
2023
Q3
$80.4K Buy
2,175
+285
+15% +$10.5K 0.06% 225
2023
Q2
$92.6K Hold
1,890
0.07% 219
2023
Q1
$92.6K Buy
1,890
+605
+47% +$29.7K 0.07% 219
2022
Q4
$60.7K Sell
1,285
-35
-3% -$1.65K 0.05% 236
2022
Q3
$55K Buy
+1,320
New +$55K 0.04% 241