Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Buy
439
+275
+168% +$115K 0.02% 607
2025
Q1
$76.4K Sell
164
-275
-63% -$128K 0.01% 797
2024
Q4
$183K Sell
439
-25
-5% -$10.4K 0.02% 609
2024
Q3
$221K Buy
464
+47
+11% +$22.4K 0.02% 568
2024
Q2
$183K Sell
417
-29
-7% -$12.7K 0.02% 574
2024
Q1
$207K Sell
446
-6
-1% -$2.78K 0.02% 525
2023
Q4
$185K Hold
452
0.02% 509
2023
Q3
$168K Buy
452
+16
+4% +$5.95K 0.02% 526
2023
Q2
$166K Buy
436
+4
+0.9% +$1.52K 0.02% 512
2023
Q1
$152K Buy
+432
New +$152K 0.02% 486
2020
Q1
Sell
-1,428
Closed -$304K 528
2019
Q4
$304K Buy
1,428
+58
+4% +$12.3K 0.03% 440
2019
Q3
$265K Buy
+1,370
New +$265K 0.03% 445