Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$667K Sell
745
-102
-12% -$91.4K 0.05% 225
2025
Q1
$576K Buy
847
+33
+4% +$22.4K 0.05% 223
2024
Q4
$513K Sell
814
-169
-17% -$106K 0.05% 221
2024
Q3
$761K Sell
983
-152
-13% -$118K 0.07% 152
2024
Q2
$936K Buy
1,135
+323
+40% +$266K 0.1% 119
2024
Q1
$567K Buy
812
+24
+3% +$16.8K 0.06% 151
2023
Q4
$458K Sell
788
-93
-11% -$54.1K 0.06% 151
2023
Q3
$404K Buy
881
+72
+9% +$33K 0.06% 148
2023
Q2
$392K Buy
+809
New +$392K 0.06% 133
2021
Q1
Sell
-572
Closed -$148K 287
2020
Q4
$148K Hold
572
0.03% 156
2020
Q3
$111K Buy
+572
New +$111K 0.03% 165
2020
Q1
Sell
-1,268
Closed -$226K 102
2019
Q4
$226K Buy
+1,268
New +$226K 0.08% 103