Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$630K Buy
470
+20
+4% +$26.8K 0.03% 151
2025
Q1
$420K Sell
450
-79
-15% -$73.7K 0.02% 163
2024
Q4
$472K Buy
529
+13
+3% +$11.6K 0.03% 153
2024
Q3
$366K Buy
516
+64
+14% +$45.4K 0.02% 172
2024
Q2
$305K Sell
452
-44
-9% -$29.7K 0.02% 187
2024
Q1
$301K Buy
496
+21
+4% +$12.8K 0.02% 184
2023
Q4
$231K Buy
+475
New +$231K 0.02% 189
2023
Q3
Sell
-478
Closed -$211K 184
2023
Q2
$211K Buy
+478
New +$211K 0.02% 166
2022
Q2
Sell
-952
Closed -$357K 241
2022
Q1
$357K Buy
952
+313
+49% +$117K 0.03% 184
2021
Q4
$385K Buy
639
+164
+35% +$98.8K 0.04% 188
2021
Q3
$290K Buy
+475
New +$290K 0.04% 241