Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
3,503
+249
+8% +$33.4K 0.02% 740
2025
Q1
$323K Buy
3,254
+1,356
+71% +$135K 0.01% 782
2024
Q4
$271K Sell
1,898
-66
-3% -$9.43K 0.01% 878
2024
Q3
$226K Buy
1,964
+107
+6% +$12.3K 0.01% 889
2024
Q2
$241K Sell
1,857
-4,182
-69% -$542K 0.01% 848
2024
Q1
$746K Buy
6,039
+135
+2% +$16.7K 0.04% 417
2023
Q4
$717K Buy
5,904
+3,670
+164% +$445K 0.04% 405
2023
Q3
$203K Buy
+2,234
New +$203K 0.02% 747
2022
Q2
Sell
-1,599
Closed -$242K 653
2022
Q1
$242K Sell
1,599
-34
-2% -$5.15K 0.03% 563
2021
Q4
$291K Buy
1,633
+99
+6% +$17.6K 0.03% 507
2021
Q3
$256K Buy
+1,534
New +$256K 0.03% 492
2020
Q2
Sell
-6,394
Closed -$230K 459
2020
Q1
$230K Buy
+6,394
New +$230K 0.08% 329