Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
4,416
+1,051
+31% +$57.2K 0.03% 787
2025
Q1
$196K Buy
3,365
+406
+14% +$23.6K 0.03% 821
2024
Q4
$204K Sell
2,959
-108
-4% -$7.46K 0.03% 814
2024
Q3
$204K Buy
3,067
+735
+32% +$48.9K 0.03% 697
2024
Q2
$173K Buy
2,332
+176
+8% +$13K 0.03% 683
2024
Q1
$215K Buy
2,156
+93
+5% +$9.28K 0.04% 553
2023
Q4
$171K Buy
2,063
+286
+16% +$23.7K 0.03% 669
2023
Q3
$110K Buy
1,777
+554
+45% +$34.1K 0.02% 799
2023
Q2
$80.2K Buy
1,223
+248
+25% +$16.3K 0.02% 950
2023
Q1
$47.5K Buy
975
+67
+7% +$3.26K 0.02% 1141
2022
Q4
$38.4K Sell
908
-5
-0.5% -$212 0.01% 1136
2022
Q3
$40K Sell
913
-1,055
-54% -$46.2K 0.02% 1098
2022
Q2
$107K Buy
1,968
+758
+63% +$41.2K 0.07% 460
2022
Q1
$79K Buy
1,210
+96
+9% +$6.27K 0.04% 770
2021
Q4
$150K Buy
1,114
+51
+5% +$6.87K 0.07% 364
2021
Q3
$108K Sell
1,063
-752
-41% -$76.4K 0.07% 403
2021
Q2
$186K Buy
1,815
+1,810
+36,200% +$185K 0.12% 218
2021
Q1
$0 Buy
+5
New ﹤0.01% 550