Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Buy
2,780
+377
+16% +$51.3K 0.02% 245
2025
Q1
$319K Sell
2,403
-2,169
-47% -$288K 0.02% 254
2024
Q4
$517K Buy
4,572
+147
+3% +$16.6K 0.03% 203
2024
Q3
$504K Buy
4,425
+410
+10% +$46.7K 0.03% 197
2024
Q2
$417K Buy
4,015
+92
+2% +$9.56K 0.03% 194
2024
Q1
$446K Sell
3,923
-1,383
-26% -$157K 0.03% 179
2023
Q4
$584K Buy
5,306
+15
+0.3% +$1.65K 0.04% 146
2023
Q3
$512K Sell
5,291
-1,088
-17% -$105K 0.04% 154
2023
Q2
$695K Buy
6,379
+3,078
+93% +$336K 0.06% 131
2023
Q1
$334K Buy
+3,301
New +$334K 0.03% 188
2018
Q4
Sell
-1,179
Closed -$87K 67
2018
Q3
$87K Sell
1,179
-85
-7% -$6.27K 0.03% 121
2018
Q2
$77K Hold
1,264
0.03% 120
2018
Q1
$76K Buy
+1,264
New +$76K 0.03% 121