Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
15,906
+107
+0.7% +$2.59K 0.26% 94
2025
Q1
$400K Sell
15,799
-774
-5% -$19.6K 0.27% 88
2024
Q4
$440K Hold
16,573
0.29% 86
2024
Q3
$480K Hold
16,573
0.34% 84
2024
Q2
$464K Sell
16,573
-745
-4% -$20.8K 0.36% 78
2024
Q1
$481K Sell
17,318
-643
-4% -$17.8K 0.35% 80
2023
Q4
$517K Hold
17,961
0.46% 67
2023
Q3
$596K Buy
17,961
+543
+3% +$18K 0.57% 49
2023
Q2
$639K Buy
17,418
+195
+1% +$7.15K 0.59% 47
2023
Q1
$703K Sell
17,223
-200
-1% -$8.16K 0.66% 44
2022
Q4
$893K Hold
17,423
0.85% 35
2022
Q3
$762K Sell
17,423
-145
-0.8% -$6.34K 0.82% 35
2022
Q2
$921K Buy
17,568
+190
+1% +$9.96K 0.95% 31
2022
Q1
$900K Sell
17,378
-600
-3% -$31.1K 0.82% 38
2021
Q4
$1.06M Buy
+17,978
New +$1.06M 0.95% 29
2019
Q4
$820K Buy
+22,056
New +$820K 0.81% 37