Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$514K Buy
7,988
+2,907
+57% +$187K 0.03% 507
2025
Q1
$353K Buy
5,081
+2,127
+72% +$148K 0.02% 609
2024
Q4
$214K Buy
2,954
+111
+4% +$8.06K 0.01% 783
2024
Q3
$239K Buy
+2,843
New +$239K 0.02% 712
2020
Q2
Sell
-7,655
Closed -$264K 402
2020
Q1
$264K Buy
7,655
+448
+6% +$15.5K 0.06% 273
2019
Q4
$346K Sell
7,207
-75
-1% -$3.6K 0.06% 268
2019
Q3
$303K Buy
7,282
+519
+8% +$21.6K 0.06% 297
2019
Q2
$266K Sell
6,763
-625
-8% -$24.6K 0.06% 287
2019
Q1
$291K Buy
+7,388
New +$291K 0.06% 282
2018
Q2
Sell
-7,877
Closed -$318K 440
2018
Q1
$318K Buy
+7,877
New +$318K 0.06% 296