Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Sell
14,344
-396
-3% -$8.87K 0.16% 105
2025
Q1
$335K Buy
14,740
+95
+0.6% +$2.16K 0.19% 93
2024
Q4
$294K Buy
14,645
+3,669
+33% +$73.6K 0.17% 96
2024
Q3
$257K Buy
+10,976
New +$257K 0.15% 99
2024
Q2
Sell
-5,318
Closed -$235K 217
2024
Q1
$235K Sell
5,318
-4
-0.1% -$177 0.16% 98
2023
Q4
$267K Buy
+5,322
New +$267K 0.19% 86
2022
Q2
Sell
-5,192
Closed -$257K 215
2022
Q1
$257K Buy
5,192
+10
+0.2% +$495 0.21% 79
2021
Q4
$267K Buy
+5,182
New +$267K 0.2% 87