Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$170K Buy
2,486
+375
+18% +$25.6K 0.06% 199
2025
Q1
$126K Hold
2,111
0.05% 226
2024
Q4
$128K Hold
2,111
0.05% 220
2024
Q3
$152K Buy
2,111
+32
+2% +$2.3K 0.06% 209
2024
Q2
$146K Buy
2,079
+210
+11% +$14.8K 0.06% 218
2024
Q1
$149K Buy
1,869
+640
+52% +$51K 0.06% 215
2023
Q4
$110K Buy
1,229
+25
+2% +$2.24K 0.05% 237
2023
Q3
$119K Buy
1,204
+205
+21% +$20.2K 0.06% 198
2023
Q2
$102K Sell
999
-210
-17% -$21.4K 0.09% 135
2023
Q1
$136K Hold
1,209
0.13% 101
2022
Q4
$113K Buy
1,209
+125
+12% +$11.6K 0.11% 115
2022
Q3
$84.8K Buy
1,084
+225
+26% +$17.6K 0.09% 127
2022
Q2
$76.5K Buy
859
+205
+31% +$18.3K 0.08% 128
2022
Q1
$78.3K Buy
654
+60
+10% +$7.18K 0.08% 135
2021
Q4
$98K Buy
+594
New +$98K 0.1% 117