Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Buy
12,974
+264
+2% +$2.86K 0.02% 392
2025
Q1
$127K Buy
12,710
+2,580
+25% +$25.9K 0.02% 374
2024
Q4
$100K Buy
+10,130
New +$100K 0.01% 366
2022
Q1
Sell
-11,511
Closed -$239K 233
2021
Q4
$239K Sell
11,511
-1,366
-11% -$28.4K 0.06% 229
2021
Q3
$182K Buy
12,877
+1,118
+10% +$15.8K 0.05% 242
2021
Q2
$175K Sell
11,759
-825
-7% -$12.3K 0.05% 235
2021
Q1
$154K Sell
12,584
-1,998
-14% -$24.5K 0.04% 236
2020
Q4
$128K Buy
14,582
+2,165
+17% +$19K 0.04% 215
2020
Q3
$83K Sell
12,417
-495
-4% -$3.31K 0.03% 187
2020
Q2
$79K Sell
12,912
-194
-1% -$1.19K 0.04% 182
2020
Q1
$66K Buy
+13,106
New +$66K 0.05% 98