Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$462K Buy
2,961
+594
+25% +$92.6K 0.05% 190
2025
Q1
$390K Buy
2,367
+289
+14% +$47.6K 0.05% 165
2024
Q4
$339K Sell
2,078
-422
-17% -$68.8K 0.05% 175
2024
Q3
$488K Sell
2,500
-198
-7% -$38.7K 0.07% 157
2024
Q2
$468K Buy
2,698
+303
+13% +$52.5K 0.08% 150
2024
Q1
$405K Sell
2,395
-1,665
-41% -$282K 0.07% 139
2023
Q4
$801K Buy
4,060
+573
+16% +$113K 0.14% 103
2023
Q3
$607K Sell
3,487
-4
-0.1% -$696 0.19% 102
2023
Q2
$601K Buy
+3,491
New +$601K 0.18% 99
2020
Q2
Sell
-6,787
Closed -$799K 66
2020
Q1
$799K Sell
6,787
-1,198
-15% -$141K 0.57% 26
2019
Q4
$1.06M Hold
7,985
0.56% 15
2019
Q3
$995K Sell
7,985
-2,824
-26% -$352K 0.54% 14
2019
Q2
$1.23M Buy
+10,809
New +$1.23M 0.56% 15