Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Buy
5,493
+650
+13% +$232K 0.02% 828
2025
Q1
$1.93M Sell
4,843
-126
-3% -$50.3K 0.03% 764
2024
Q4
$1.78M Buy
4,969
+1,114
+29% +$400K 0.03% 782
2024
Q3
$1.33M Buy
3,855
+558
+17% +$193K 0.02% 821
2024
Q2
$968K Buy
3,297
+382
+13% +$112K 0.02% 872
2024
Q1
$973K Buy
2,915
+432
+17% +$144K 0.02% 890
2023
Q4
$723K Buy
2,483
+362
+17% +$105K 0.02% 894
2023
Q3
$688K Buy
2,121
+502
+31% +$163K 0.02% 803
2023
Q2
$559K Buy
1,619
+640
+65% +$221K 0.02% 783
2023
Q1
$309K Buy
+979
New +$309K 0.02% 448
2021
Q2
Sell
-2,265
Closed -$479K 227
2021
Q1
$479K Hold
2,265
0.09% 158
2020
Q4
$479K Buy
+2,265
New +$479K 0.09% 158