Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
1,417
-123
-8% -$34.3K 0.14% 85
2025
Q1
$480K Buy
1,540
+197
+15% +$61.4K 0.19% 67
2024
Q4
$350K Sell
1,343
-31
-2% -$8.08K 0.14% 87
2024
Q3
$443K Sell
1,374
-202
-13% -$65.1K 0.18% 72
2024
Q2
$492K Sell
1,576
-76
-5% -$23.7K 0.22% 64
2024
Q1
$470K Sell
1,652
-190
-10% -$54K 0.22% 70
2023
Q4
$531K Sell
1,842
-4,728
-72% -$1.36M 0.27% 57
2023
Q3
$1.77M Buy
6,570
+18
+0.3% +$4.84K 1.02% 19
2023
Q2
$1.45M Buy
6,552
+376
+6% +$83.5K 0.83% 23
2023
Q1
$1.49M Hold
6,176
1.08% 19
2022
Q4
$1.62M Buy
6,176
+65
+1% +$17.1K 1.31% 17
2022
Q3
$1.38M Buy
6,111
+45
+0.7% +$10.1K 1.24% 17
2022
Q2
$1.48M Hold
6,066
1.34% 14
2022
Q1
$1.47M Hold
6,066
1.22% 13
2021
Q4
$1.37M Buy
+6,066
New +$1.37M 1.15% 15