Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
24,256
+138
+0.6% +$1.36K 0.01% 662
2025
Q1
$222K Hold
24,118
0.01% 614
2024
Q4
$205K Buy
24,118
+10,246
+74% +$87.1K 0.01% 659
2024
Q3
$160K Hold
13,872
0.01% 644
2024
Q2
$160K Sell
13,872
-97
-0.7% -$1.12K 0.01% 619
2024
Q1
$175K Sell
13,969
-128
-0.9% -$1.6K 0.01% 576
2023
Q4
$215K Buy
14,097
+1,903
+16% +$29.1K 0.02% 511
2023
Q3
$157K Buy
12,194
+1,277
+12% +$16.4K 0.02% 478
2023
Q2
$156K Hold
10,917
0.02% 482
2023
Q1
$168K Hold
10,917
0.02% 446
2022
Q4
$193K Buy
10,917
+699
+7% +$12.3K 0.03% 431
2022
Q3
$136K Hold
10,218
0.03% 360
2022
Q2
$149K Hold
10,218
0.03% 331
2022
Q1
$217K Buy
+10,218
New +$217K 0.05% 300