Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
1,566
+60
+4% +$17.7K 0.07% 176
2025
Q1
$401K Buy
1,506
+151
+11% +$40.2K 0.07% 178
2024
Q4
$341K Sell
1,355
-62
-4% -$15.6K 0.06% 195
2024
Q3
$312K Buy
1,417
+125
+10% +$27.5K 0.06% 196
2024
Q2
$223K Buy
1,292
+120
+10% +$20.7K 0.04% 204
2024
Q1
$222K Buy
1,172
+165
+16% +$31.3K 0.05% 199
2023
Q4
$180K Buy
1,007
+48
+5% +$8.59K 0.05% 200
2023
Q3
$155K Buy
959
+104
+12% +$16.8K 0.05% 207
2023
Q2
$125K Buy
855
+95
+13% +$13.9K 0.04% 209
2023
Q1
$111K Hold
760
0.05% 211
2022
Q4
$109K Buy
760
+71
+10% +$10.2K 0.06% 207
2022
Q3
$100K Buy
689
+45
+7% +$6.53K 0.06% 204
2022
Q2
$99K Buy
+644
New +$99K 0.06% 205
2022
Q1
Sell
-708
Closed -$173K 187
2021
Q4
$173K Buy
+708
New +$173K 0.1% 175