Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
1,585
+104
+7% +$34.5K 0.05% 282
2025
Q1
$516K Sell
1,481
-409
-22% -$143K 0.06% 254
2024
Q4
$640K Buy
1,890
+14
+0.7% +$4.74K 0.08% 184
2024
Q3
$587K Buy
1,876
+107
+6% +$33.5K 0.07% 204
2024
Q2
$471K Sell
1,769
-75
-4% -$20K 0.06% 214
2024
Q1
$569K Buy
1,844
+198
+12% +$61.1K 0.08% 182
2023
Q4
$465K Buy
1,646
+401
+32% +$113K 0.07% 197
2023
Q3
$318K Sell
1,245
-131
-10% -$33.5K 0.06% 196
2023
Q2
$346K Buy
1,376
+133
+11% +$33.4K 0.07% 141
2023
Q1
$262K Buy
+1,243
New +$262K 0.06% 143
2021
Q1
Sell
-4
Closed -$1K 761
2020
Q4
$1K Buy
+4
New +$1K ﹤0.01% 773