Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
1,353
+205
+18% +$38.1K 0.18% 64
2025
Q1
$241K Buy
+1,148
New +$241K 0.16% 56
2024
Q3
Sell
-1,164
Closed -$212K 67
2024
Q2
$212K Hold
1,164
0.18% 31
2024
Q1
$212K Buy
+1,164
New +$212K 0.18% 31
2023
Q3
Sell
-1,517
Closed -$204K 31
2023
Q2
$204K Sell
1,517
-48
-3% -$6.47K 0.19% 35
2023
Q1
$249K Sell
1,565
-407
-21% -$64.9K 0.22% 29
2022
Q4
$319K Buy
1,972
+81
+4% +$13.1K 0.29% 20
2022
Q3
$254K Buy
1,891
+12
+0.6% +$1.61K 0.24% 25
2022
Q2
$288K Buy
1,879
+1,727
+1,136% +$265K 0.27% 19
2022
Q1
$25K Buy
152
+40
+36% +$6.58K 0.03% 73
2021
Q4
$15K Buy
+112
New +$15K 0.02% 81