Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Buy
17,784
+274
+2% +$6.78K 0.03% 294
2025
Q1
$490K Buy
17,510
+1,463
+9% +$40.9K 0.04% 244
2024
Q4
$528K Buy
16,047
+3,652
+29% +$120K 0.04% 254
2024
Q3
$445K Buy
12,395
+913
+8% +$32.7K 0.05% 255
2024
Q2
$402K Buy
11,482
+2,498
+28% +$87.5K 0.04% 253
2024
Q1
$274K Buy
8,984
+1,975
+28% +$60.2K 0.03% 335
2023
Q4
$213K Buy
+7,009
New +$213K 0.02% 327
2020
Q2
Sell
-21,746
Closed -$378K 190
2020
Q1
$378K Buy
+21,746
New +$378K 0.21% 109
2019
Q3
Sell
-2,265
Closed -$45K 460
2019
Q2
$45K Hold
2,265
0.03% 306
2019
Q1
$43K Sell
2,265
-141
-6% -$2.68K 0.03% 300
2018
Q4
$47K Sell
2,406
-50
-2% -$977 0.03% 267
2018
Q3
$59K Sell
2,456
-471
-16% -$11.3K 0.03% 259
2018
Q2
$62K Buy
2,927
+133
+5% +$2.82K 0.04% 252
2018
Q1
$58K Buy
2,794
+147
+6% +$3.05K 0.04% 232
2017
Q4
$53K Buy
+2,647
New +$53K 0.04% 241