Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
7,073
-983
-12% -$66.9K 0.02% 271
2025
Q1
$488K Buy
8,056
+166
+2% +$10.1K 0.02% 255
2024
Q4
$545K Buy
7,890
+650
+9% +$44.9K 0.02% 221
2024
Q3
$479K Buy
7,240
+562
+8% +$37.1K 0.02% 239
2024
Q2
$405K Buy
6,678
+1,062
+19% +$64.4K 0.02% 247
2024
Q1
$320K Buy
+5,616
New +$320K 0.01% 287
2020
Q1
Sell
-400
Closed -$30.8K 774
2019
Q4
$30.8K Buy
400
+382
+2,122% +$29.5K 0.01% 345
2019
Q3
$1.34K Buy
+18
New +$1.34K ﹤0.01% 699
2019
Q2
Sell
-15
Closed -$1.23K 365
2019
Q1
$1.23K Buy
+15
New +$1.23K ﹤0.01% 580