Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$782K Buy
5,135
+469
+10% +$71.4K 0.11% 122
2025
Q1
$685K Sell
4,666
-135
-3% -$19.8K 0.11% 126
2024
Q4
$620K Sell
4,801
-237
-5% -$30.6K 0.1% 133
2024
Q3
$689K Buy
5,038
+248
+5% +$33.9K 0.11% 136
2024
Q2
$489K Buy
+4,790
New +$489K 0.06% 224
2022
Q1
Sell
-1,642
Closed -$244K 337
2021
Q4
$244K Buy
1,642
+54
+3% +$8.02K 0.04% 287
2021
Q3
$233K Buy
1,588
+10
+0.6% +$1.47K 0.06% 199
2021
Q2
$263K Hold
1,578
0.07% 181
2021
Q1
$254K Hold
1,578
0.07% 183
2020
Q4
$231K Buy
+1,578
New +$231K 0.07% 183