Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Buy
2,301
+338
+17% +$76.6K 0.09% 167
2025
Q1
$326K Sell
1,963
-3
-0.2% -$498 0.07% 203
2024
Q4
$388K Buy
1,966
+201
+11% +$39.7K 0.08% 177
2024
Q3
$307K Sell
1,765
-2
-0.1% -$347 0.06% 202
2024
Q2
$307K Buy
1,767
+210
+13% +$36.5K 0.07% 191
2024
Q1
$212K Buy
+1,557
New +$212K 0.05% 240
2022
Q2
Sell
-1,940
Closed -$202K 258
2022
Q1
$202K Buy
+1,940
New +$202K 0.06% 233
2021
Q2
Sell
-1,757
Closed -$208K 305
2021
Q1
$208K Buy
+1,757
New +$208K 0.04% 275