Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$683K Buy
3,016
+511
+20% +$116K 0.02% 212
2025
Q1
$416K Buy
2,505
+601
+32% +$99.8K 0.01% 247
2024
Q4
$376K Sell
1,904
-754
-28% -$149K 0.01% 258
2024
Q3
$462K Buy
2,658
+410
+18% +$71.2K 0.02% 246
2024
Q2
$391K Buy
2,248
+348
+18% +$60.5K 0.01% 256
2024
Q1
$258K Sell
1,900
-230
-11% -$31.3K 0.01% 304
2023
Q4
$222K Buy
+2,130
New +$222K 0.01% 313
2022
Q1
Sell
-2,234
Closed -$269K 368
2021
Q4
$269K Hold
2,234
0.01% 311
2021
Q3
$249K Buy
2,234
+49
+2% +$5.46K 0.01% 326
2021
Q2
$263K Sell
2,185
-230
-10% -$27.7K 0.01% 287
2021
Q1
$286K Hold
2,415
0.01% 274
2020
Q4
$263K Buy
+2,415
New +$263K 0.02% 275