Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
1,934
-2,412
-55% -$546K 0.07% 225
2025
Q1
$721K Buy
4,346
+357
+9% +$59.3K 0.1% 187
2024
Q4
$788K Buy
3,989
+1,124
+39% +$222K 0.11% 179
2024
Q3
$498K Buy
2,865
+514
+22% +$89.3K 0.06% 267
2024
Q2
$409K Sell
2,351
-164
-7% -$28.5K 0.06% 261
2024
Q1
$342K Buy
2,515
+225
+10% +$30.6K 0.06% 296
2023
Q4
$238K Buy
+2,290
New +$238K 0.05% 336
2023
Q3
Sell
-2,341
Closed -$236K 397
2023
Q2
$236K Buy
+2,341
New +$236K 0.06% 310
2019
Q1
Sell
-328
Closed -$14K 855
2018
Q4
$14K Buy
+328
New +$14K 0.01% 620