Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$649K Sell
6,155
-364
-6% -$38.4K 0.02% 335
2025
Q1
$725K Buy
6,519
+95
+1% +$10.6K 0.02% 268
2024
Q4
$665K Sell
6,424
-821
-11% -$84.9K 0.02% 279
2024
Q3
$810K Buy
7,245
+189
+3% +$21.1K 0.03% 248
2024
Q2
$630K Buy
7,056
+694
+11% +$62K 0.02% 285
2024
Q1
$546K Sell
6,362
-317
-5% -$27.2K 0.02% 329
2023
Q4
$551K Buy
6,679
+3,331
+99% +$275K 0.02% 296
2023
Q3
$257K Buy
3,348
+483
+17% +$37.1K 0.03% 266
2023
Q2
$200K Sell
2,865
-396
-12% -$27.6K 0.02% 304
2023
Q1
$210K Sell
3,261
-189
-5% -$12.2K 0.02% 300
2022
Q4
$248K Buy
+3,450
New +$248K 0.03% 290
2019
Q1
Sell
-5,493
Closed -$250K 92
2018
Q4
$250K Buy
+5,493
New +$250K 0.07% 75