Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
4,920
+1,168
+31% +$83K 0.26% 106
2025
Q1
$238K Buy
3,752
+454
+14% +$28.8K 0.3% 82
2024
Q4
$250K Buy
3,298
+50
+2% +$3.78K 0.2% 117
2024
Q3
$287K Buy
+3,248
New +$287K 0.23% 112
2022
Q2
Sell
-1,627
Closed -$219K 123
2022
Q1
$219K Buy
1,627
+280
+21% +$37.7K 0.16% 119
2021
Q4
$225K Sell
1,347
-137
-9% -$22.9K 0.15% 123
2021
Q3
$216K Sell
1,484
-46
-3% -$6.7K 0.16% 118
2021
Q2
$236K Buy
1,530
+11
+0.7% +$1.7K 0.17% 121
2021
Q1
$202K Hold
1,519
0.16% 127
2020
Q4
$215K Buy
+1,519
New +$215K 0.18% 123