Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$691K Buy
7,406
+1,475
+25% +$138K 0.06% 192
2025
Q1
$432K Buy
5,931
+445
+8% +$32.4K 0.04% 240
2024
Q4
$331K Buy
5,486
+628
+13% +$37.9K 0.03% 261
2024
Q3
$365K Sell
4,858
-120
-2% -$9.02K 0.04% 245
2024
Q2
$362K Buy
4,978
+112
+2% +$8.14K 0.04% 233
2024
Q1
$375K Buy
4,866
+230
+5% +$17.7K 0.04% 216
2023
Q4
$285K Buy
+4,636
New +$285K 0.04% 226
2020
Q3
Sell
-9,900
Closed -$308K 615
2020
Q2
$308K Buy
+9,900
New +$308K 0.03% 338
2020
Q1
Sell
-10,393
Closed -$309K 680
2019
Q4
$309K Sell
10,393
-340
-3% -$10.1K 0.04% 291
2019
Q3
$327K Buy
10,733
+4,250
+66% +$129K 0.06% 220
2019
Q2
$301K Buy
+6,483
New +$301K 0.06% 255