Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$766K Buy
2,410
+1,084
+82% +$344K 0.18% 47
2025
Q1
$344K Sell
1,326
-268
-17% -$69.5K 0.09% 72
2024
Q4
$644K Buy
1,594
+891
+127% +$360K 0.16% 48
2024
Q3
$184K Buy
703
+35
+5% +$9.16K 0.05% 93
2024
Q2
$132K Buy
668
+345
+107% +$68.3K 0.04% 109
2024
Q1
$56.8K Sell
323
-1,003
-76% -$176K 0.02% 171
2023
Q4
$329K Hold
1,326
0.11% 60
2023
Q3
$332K Hold
1,326
0.13% 58
2023
Q2
$347K Sell
1,326
-500
-27% -$131K 0.14% 56
2023
Q1
$379K Buy
1,826
+44
+2% +$9.13K 0.23% 51
2022
Q4
$220K Buy
1,782
+30
+2% +$3.7K 0.15% 68
2022
Q3
$465K Buy
1,752
+300
+21% +$79.6K 0.42% 35
2022
Q2
$326K Buy
1,452
+303
+26% +$68K 0.27% 48
2022
Q1
$413K Buy
1,149
+501
+77% +$180K 0.34% 41
2021
Q4
$228K Buy
+648
New +$228K 0.19% 85