Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$899K Buy
40,862
+12,320
+43% +$271K 0.1% 236
2025
Q1
$665K Sell
28,542
-3,632
-11% -$84.6K 0.07% 288
2024
Q4
$924K Buy
32,174
+3,672
+13% +$105K 0.11% 206
2024
Q3
$846K Buy
+28,502
New +$846K 0.1% 224
2021
Q1
Sell
-8,445
Closed -$287K 893
2020
Q4
$287K Buy
+8,445
New +$287K 0.04% 424
2020
Q1
Sell
-4,469
Closed -$130K 1146
2019
Q4
$130K Buy
+4,469
New +$130K 0.01% 714