Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
1,825
+228
+14% +$57.2K 0.01% 426
2025
Q1
$334K Buy
1,597
+26
+2% +$5.44K 0.01% 475
2024
Q4
$330K Buy
1,571
+96
+7% +$20.2K 0.01% 477
2024
Q3
$351K Buy
1,475
+16
+1% +$3.81K 0.01% 466
2024
Q2
$328K Buy
1,459
+128
+10% +$28.7K 0.01% 463
2024
Q1
$284K Buy
1,331
+3
+0.2% +$639 ﹤0.01% 497
2023
Q4
$280K Sell
1,328
-57
-4% -$12K ﹤0.01% 509
2023
Q3
$241K Sell
1,385
-31
-2% -$5.4K ﹤0.01% 524
2023
Q2
$277K Sell
1,416
-44
-3% -$8.61K ﹤0.01% 508
2023
Q1
$287K Sell
1,460
-374
-20% -$73.4K ﹤0.01% 498
2022
Q4
$382K Buy
1,834
+45
+3% +$9.37K 0.01% 459
2022
Q3
$372K Sell
1,789
-66
-4% -$13.7K 0.01% 478
2022
Q2
$449K Sell
1,855
-152
-8% -$36.8K 0.01% 482
2022
Q1
$499K Sell
2,007
-111
-5% -$27.6K 0.01% 476
2021
Q4
$451K Buy
2,118
+1,177
+125% +$251K 0.01% 494
2021
Q3
$208K Buy
+941
New +$208K ﹤0.01% 363