Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$606K Buy
82
+11
+15% +$81.2K 0.53% 51
2025
Q1
$514K Hold
71
0.49% 59
2024
Q4
$581K Sell
71
-4
-5% -$32.7K 0.52% 53
2024
Q3
$683K Buy
75
+15
+25% +$137K 0.6% 48
2024
Q2
$455K Hold
60
0.41% 71
2024
Q1
$486K Hold
60
0.44% 69
2023
Q4
$420K Buy
+60
New +$420K 0.42% 78
2023
Q2
$381K Hold
60
0.4% 82
2023
Q1
$334K Hold
60
0.34% 98
2022
Q4
$277K Buy
+60
New +$277K 0.3% 106
2022
Q2
$240K Buy
60
+14
+30% +$56K 0.26% 108
2022
Q1
$205K Hold
46
0.19% 124
2021
Q4
$272K Hold
46
0.26% 107
2021
Q3
$221K Buy
+46
New +$221K 0.21% 117