Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507K Buy
566
+22
+4% +$19.7K 0.1% 132
2025
Q1
$370K Sell
544
-84
-13% -$57.1K 0.07% 160
2024
Q4
$396K Buy
628
+131
+26% +$82.6K 0.08% 156
2024
Q3
$385K Buy
497
+15
+3% +$11.6K 0.08% 153
2024
Q2
$397K Buy
482
+69
+17% +$56.8K 0.09% 136
2024
Q1
$289K Sell
413
-12
-3% -$8.38K 0.07% 168
2023
Q4
$247K Buy
+425
New +$247K 0.06% 175
2020
Q1
Sell
-14,043
Closed -$2.5M 128
2019
Q4
$2.5M Buy
+14,043
New +$2.5M 0.91% 27