Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
2,370
+3
+0.1% +$408 0.03% 178
2025
Q1
$314K Buy
+2,367
New +$314K 0.03% 171
2024
Q2
Sell
-2,590
Closed -$294K 205
2024
Q1
$294K Buy
2,590
+86
+3% +$9.78K 0.03% 154
2023
Q4
$276K Buy
2,504
+157
+7% +$17.3K 0.03% 145
2023
Q3
$227K Buy
+2,347
New +$227K 0.03% 155
2023
Q2
Sell
-2,157
Closed -$218K 177
2023
Q1
$218K Sell
2,157
-1,748
-45% -$177K 0.03% 145
2022
Q4
$429K Buy
+3,905
New +$429K 0.08% 109
2022
Q3
Sell
-1,922
Closed -$209K 158
2022
Q2
$209K Sell
1,922
-1,365
-42% -$148K 0.05% 138
2022
Q1
$389K Buy
+3,287
New +$389K 0.09% 113
2021
Q1
$375K Sell
3,133
-7
-0.2% -$838 0.13% 104
2020
Q4
$344K Buy
+3,140
New +$344K 0.14% 93