Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
10,968
-595
-5% -$29.2K 0.26% 88
2025
Q1
$654K Buy
11,563
+1,156
+11% +$65.4K 0.33% 78
2024
Q4
$597K Sell
10,407
-549
-5% -$31.5K 0.28% 85
2024
Q3
$574K Buy
10,956
+58
+0.5% +$3.04K 0.27% 95
2024
Q2
$590K Sell
10,898
-678
-6% -$36.7K 0.28% 88
2024
Q1
$670K Buy
11,576
+2,029
+21% +$118K 0.33% 86
2023
Q4
$468K Buy
9,547
+1,691
+22% +$82.9K 0.25% 102
2023
Q3
$339K Buy
7,856
+1,474
+23% +$63.5K 0.2% 113
2023
Q2
$291K Buy
6,382
+1,832
+40% +$83.5K 0.17% 124
2023
Q1
$171K Buy
4,550
+1,092
+32% +$41.1K 0.1% 150
2022
Q4
$105K Buy
+3,458
New +$105K 0.07% 167
2020
Q3
Sell
-480
Closed -$10K 392
2020
Q2
$10K Buy
+480
New +$10K 0.01% 327
2019
Q3
Sell
-220
Closed -$4K 408
2019
Q2
$4K Buy
+220
New +$4K ﹤0.01% 422