Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Buy
2,587
+64
+3% +$11.7K 0.04% 208
2025
Q1
$443K Buy
2,523
+1,099
+77% +$193K 0.05% 202
2024
Q4
$267K Buy
1,424
+30
+2% +$5.63K 0.03% 282
2024
Q3
$267K Sell
1,394
-60
-4% -$11.5K 0.03% 285
2024
Q2
$262K Sell
1,454
-3,461
-70% -$625K 0.02% 287
2024
Q1
$871K Sell
4,915
-35
-0.7% -$6.2K 0.08% 122
2023
Q4
$761K Buy
+4,950
New +$761K 0.08% 135
2020
Q4
Sell
-2,883
Closed -$312K 244
2020
Q3
$312K Sell
2,883
-840
-23% -$90.9K 0.12% 112
2020
Q2
$360K Sell
3,723
-137
-4% -$13.2K 0.17% 84
2020
Q1
$324K Buy
3,860
+594
+18% +$49.9K 0.18% 86
2019
Q4
$376K Buy
+3,266
New +$376K 0.18% 98