Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
3,501
-42
-1% -$6.39K 0.04% 179
2025
Q1
$520K Buy
3,543
+763
+27% +$112K 0.04% 135
2024
Q4
$359K Buy
2,780
+899
+48% +$116K 0.03% 177
2024
Q3
$257K Buy
+1,881
New +$257K 0.02% 225
2023
Q1
Sell
-2,329
Closed -$233K 219
2022
Q4
$233K Buy
2,329
+165
+8% +$16.5K 0.04% 154
2022
Q3
$200K Buy
2,164
+26
+1% +$2.4K 0.04% 165
2022
Q2
$231K Buy
2,138
+59
+3% +$6.38K 0.05% 151
2022
Q1
$259K Buy
+2,079
New +$259K 0.05% 145