Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
8,373
-3,968
-32% -$115K 0.03% 412
2025
Q1
$349K Buy
12,341
+30
+0.2% +$848 0.04% 318
2024
Q4
$280K Buy
+12,311
New +$280K 0.03% 309
2022
Q4
Sell
-15,808
Closed -$242K 206
2022
Q3
$242K Buy
15,808
+3,780
+31% +$57.9K 0.07% 90
2022
Q2
$252K Buy
+12,028
New +$252K 0.07% 60
2021
Q4
Sell
-13,004
Closed -$265K 115
2021
Q3
$265K Buy
13,004
+178
+1% +$3.63K 0.08% 51
2021
Q2
$279K Sell
12,826
-99
-0.8% -$2.15K 0.09% 58
2021
Q1
$296K Buy
12,925
+146
+1% +$3.34K 0.11% 48
2020
Q4
$278K Buy
+12,779
New +$278K 0.1% 43