Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Buy
6,596
+993
+18% +$81.1K 0.02% 259
2025
Q1
$556K Buy
5,603
+700
+14% +$69.5K 0.02% 231
2024
Q4
$492K Buy
4,903
+266
+6% +$26.7K 0.02% 235
2024
Q3
$423K Buy
4,637
+644
+16% +$58.7K 0.02% 258
2024
Q2
$326K Buy
3,993
+364
+10% +$29.7K 0.01% 278
2024
Q1
$291K Buy
+3,629
New +$291K 0.01% 307
2020
Q4
Sell
-428
Closed -$12K 469
2020
Q3
$12K Buy
+428
New +$12K ﹤0.01% 399
2020
Q2
Sell
-199
Closed -$5.82K 438
2020
Q1
$5.82K Sell
199
-45
-18% -$1.32K ﹤0.01% 470
2019
Q4
$18.6K Buy
244
+121
+98% +$9.22K ﹤0.01% 417
2019
Q3
$8.41K Buy
+123
New +$8.41K ﹤0.01% 474
2019
Q2
Sell
-107
Closed -$7.07K 470
2019
Q1
$7.07K Buy
+107
New +$7.07K ﹤0.01% 447