Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
739
+51
+7% +$19.7K 0.1% 104
2025
Q1
$264K Buy
688
+12
+2% +$4.6K 0.11% 107
2024
Q4
$301K Sell
676
-64
-9% -$28.5K 0.12% 101
2024
Q3
$383K Buy
740
+74
+11% +$38.3K 0.16% 77
2024
Q2
$370K Sell
666
-63
-9% -$35K 0.16% 77
2024
Q1
$368K Sell
729
-44
-6% -$22.2K 0.17% 80
2023
Q4
$461K Buy
773
+129
+20% +$77K 0.24% 67
2023
Q3
$328K Buy
644
+19
+3% +$9.69K 0.19% 87
2023
Q2
$306K Sell
625
-6
-1% -$2.93K 0.17% 92
2023
Q1
$243K Hold
631
0.18% 79
2022
Q4
$212K Buy
+631
New +$212K 0.17% 70
2022
Q3
Sell
-662
Closed -$242K 76
2022
Q2
$242K Buy
662
+5
+0.8% +$1.83K 0.22% 59
2022
Q1
$299K Buy
657
+495
+306% +$225K 0.25% 55
2021
Q4
$92K Buy
+162
New +$92K 0.08% 127