Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Hold
1,866
0.16% 107
2025
Q1
$274K Buy
1,866
+266
+17% +$39.1K 0.18% 104
2024
Q4
$207K Sell
1,600
-106
-6% -$13.7K 0.14% 114
2024
Q3
$233K Buy
+1,706
New +$233K 0.16% 112
2022
Q2
Sell
-1,735
Closed -$216K 113
2022
Q1
$216K Buy
1,735
+27
+2% +$3.36K 0.2% 98
2021
Q4
$254K Buy
1,708
+30
+2% +$4.46K 0.22% 87
2021
Q3
$246K Buy
+1,678
New +$246K 0.23% 85
2021
Q1
$284K Buy
+1,762
New +$284K 0.28% 73