Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$850K Buy
3,888
+287
+8% +$62.8K 0.03% 183
2025
Q1
$503K Buy
3,601
+396
+12% +$55.4K 0.02% 251
2024
Q4
$534K Buy
3,205
+48
+2% +$8K 0.02% 226
2024
Q3
$538K Buy
3,157
+1,354
+75% +$231K 0.02% 224
2024
Q2
$255K Buy
+1,803
New +$255K 0.01% 322
2023
Q3
Sell
-2,149
Closed -$256K 324
2023
Q2
$256K Buy
+2,149
New +$256K 0.01% 278
2020
Q4
Sell
-1,071
Closed -$65K 472
2020
Q3
$65K Buy
+1,071
New +$65K 0.01% 182
2020
Q2
Sell
-953
Closed -$49.5K 444
2020
Q1
$49.5K Buy
953
+522
+121% +$27.1K 0.01% 207
2019
Q4
$23.5K Sell
431
-89
-17% -$4.86K 0.01% 385
2019
Q3
$28.4K Buy
+520
New +$28.4K 0.01% 321
2019
Q2
Sell
-529
Closed -$28.7K 474
2019
Q1
$28.7K Buy
+529
New +$28.7K 0.01% 300