Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
336
+25
+8% +$22.4K 0.1% 150
2025
Q1
$211K Buy
311
+14
+5% +$9.52K 0.08% 178
2024
Q4
$187K Hold
297
0.07% 183
2024
Q3
$230K Sell
297
-53
-15% -$41K 0.09% 163
2024
Q2
$289K Sell
350
-40
-10% -$33K 0.12% 147
2024
Q1
$272K Buy
390
+15
+4% +$10.5K 0.11% 147
2023
Q4
$218K Buy
375
+5
+1% +$2.91K 0.09% 171
2023
Q3
$170K Sell
370
-68
-16% -$31.2K 0.08% 167
2023
Q2
$212K Sell
438
-50
-10% -$24.3K 0.19% 82
2023
Q1
$195K Sell
488
-62
-11% -$24.7K 0.18% 76
2022
Q4
$207K Sell
550
-5
-0.9% -$1.89K 0.2% 74
2022
Q3
$168K Buy
555
+70
+14% +$21.2K 0.18% 81
2022
Q2
$155K Buy
485
+25
+5% +$7.98K 0.17% 81
2022
Q1
$168K Buy
460
+50
+12% +$18.3K 0.17% 90
2021
Q4
$176K Buy
+410
New +$176K 0.18% 93