Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Buy
2,391
+141
+6% +$25.8K 0.01% 765
2025
Q1
$395K Sell
2,250
-33
-1% -$5.8K 0.02% 702
2024
Q4
$428K Buy
2,283
+20
+0.9% +$3.75K 0.02% 680
2024
Q3
$434K Buy
2,263
+31
+1% +$5.94K 0.02% 631
2024
Q2
$403K Sell
2,232
-81
-4% -$14.6K 0.02% 638
2024
Q1
$410K Buy
2,313
+7
+0.3% +$1.24K 0.02% 602
2023
Q4
$355K Sell
2,306
-36
-2% -$5.54K 0.02% 648
2023
Q3
$327K Sell
2,342
-182
-7% -$25.4K 0.03% 581
2023
Q2
$373K Sell
2,524
-557
-18% -$82.2K 0.03% 518
2023
Q1
$468K Buy
3,081
+681
+28% +$103K 0.03% 493
2022
Q4
$325K Buy
2,400
+79
+3% +$10.7K 0.03% 528
2022
Q3
$270 Sell
2,321
-2
-0.1% 0.01% 567
2022
Q2
$282K Sell
2,323
-194
-8% -$23.6K 0.04% 479
2022
Q1
$395K Buy
2,517
+156
+7% +$24.5K 0.04% 430
2021
Q4
$429K Buy
+2,361
New +$429K 0.04% 404
2019
Q1
Sell
-1,247
Closed -$88K 701
2018
Q4
$88K Buy
+1,247
New +$88K 0.04% 497
2018
Q1
$7K Buy
88
+12
+16% +$955 ﹤0.01% 1197
2017
Q4
$6K Buy
+76
New +$6K ﹤0.01% 1227