Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
4,537
+604
+15% +$94.2K 0.32% 135
2025
Q1
$648K Buy
+3,933
New +$648K 0.83% 57
2024
Q2
Sell
-1,810
Closed -$306K 36
2024
Q1
$306K Buy
1,810
+305
+20% +$51.6K 2.48% 21
2023
Q4
$297K Hold
1,505
0.82% 22
2023
Q3
$262K Sell
1,505
-105
-7% -$18.3K 0.73% 23
2023
Q2
$277K Buy
+1,610
New +$277K 2.64% 22
2022
Q3
Sell
-1,311
Closed -$225K 24
2022
Q2
$225K Buy
1,311
+33
+3% +$5.66K 0.51% 20
2022
Q1
$241K Sell
1,278
-125
-9% -$23.6K 0.28% 25
2021
Q4
$342K Buy
+1,403
New +$342K 0.29% 29