Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
4,305
+205
+5% +$14.6K 0.01% 464
2025
Q1
$260K Sell
4,100
-53
-1% -$3.36K 0.01% 446
2024
Q4
$314K Buy
4,153
+1,316
+46% +$99.6K 0.01% 386
2024
Q3
$251K Sell
2,837
-57
-2% -$5.04K 0.01% 418
2024
Q2
$218K Sell
2,894
-307
-10% -$23.1K 0.01% 411
2024
Q1
$301K Buy
3,201
+521
+19% +$49K 0.02% 353
2023
Q4
$291K Buy
+2,680
New +$291K 0.02% 312
2021
Q2
Sell
-2,797
Closed -$372K 231
2021
Q1
$372K Buy
+2,797
New +$372K 0.11% 138