Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Buy
2,689
+199
+8% +$24.4K 0.01% 544
2025
Q1
$227K Buy
2,490
+431
+21% +$39.3K 0.01% 621
2024
Q4
$237K Sell
2,059
-1,985
-49% -$229K 0.01% 615
2024
Q3
$479K Buy
4,044
+2,016
+99% +$239K 0.02% 413
2024
Q2
$254K Sell
2,028
-275
-12% -$34.4K 0.01% 575
2024
Q1
$273K Buy
+2,303
New +$273K 0.01% 510
2021
Q4
Sell
-4,666
Closed -$246K 371
2021
Q3
$246K Hold
4,666
0.03% 368
2021
Q2
$236K Hold
4,666
0.03% 371
2021
Q1
$208K Buy
+4,666
New +$208K 0.02% 384
2020
Q1
Sell
-8,350
Closed -$217K 376
2019
Q4
$217K Buy
+8,350
New +$217K 0.03% 381