Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$436K Buy
1,222
+20
+2% +$7.14K 0.05% 144
2025
Q1
$480K Buy
1,202
+8
+0.7% +$3.19K 0.06% 111
2024
Q4
$429K Sell
1,194
-62
-5% -$22.3K 0.06% 114
2024
Q3
$435K Buy
1,256
+5
+0.4% +$1.73K 0.06% 81
2024
Q2
$367K Sell
1,251
-29
-2% -$8.51K 0.06% 79
2024
Q1
$427K Buy
1,280
+32
+3% +$10.7K 0.07% 48
2023
Q4
$363K Hold
1,248
0.06% 63
2023
Q3
$405K Buy
1,248
+248
+25% +$80.4K 0.07% 51
2023
Q2
$345K Hold
1,000
0.07% 42
2023
Q1
$315K Hold
1,000
0.07% 42
2022
Q4
$300K Hold
1,000
0.07% 48
2022
Q3
$268K Sell
1,000
-2
-0.2% -$536 0.13% 47
2022
Q2
$270K Buy
+1,002
New +$270K 0.13% 43