Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$646K Buy
2,900
+69
+2% +$15.4K 0.06% 178
2025
Q1
$582K Buy
2,831
+164
+6% +$33.7K 0.06% 167
2024
Q4
$487K Sell
2,667
-81
-3% -$14.8K 0.05% 179
2024
Q3
$566K Sell
2,748
-320
-10% -$65.9K 0.06% 172
2024
Q2
$537K Buy
3,068
+340
+12% +$59.5K 0.04% 178
2024
Q1
$468K Buy
2,728
+108
+4% +$18.5K 0.04% 183
2023
Q4
$395K Buy
2,620
+744
+40% +$112K 0.04% 208
2023
Q3
$225K Buy
+1,876
New +$225K 0.03% 231
2023
Q1
Sell
-2,120
Closed -$240K 227
2022
Q4
$240K Buy
+2,120
New +$240K 0.04% 183
2021
Q4
Sell
-2,504
Closed -$238K 317
2021
Q3
$238K Buy
+2,504
New +$238K 0.05% 320