Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
5,651
+243
+4% +$19.8K 0.01% 420
2025
Q1
$537K Sell
5,408
-104
-2% -$10.3K 0.02% 333
2024
Q4
$553K Sell
5,512
-927
-14% -$93.1K 0.02% 331
2024
Q3
$587K Buy
6,439
+320
+5% +$29.2K 0.02% 324
2024
Q2
$499K Buy
6,119
+414
+7% +$33.8K 0.02% 343
2024
Q1
$457K Buy
5,705
+132
+2% +$10.6K 0.02% 377
2023
Q4
$391K Buy
+5,573
New +$391K 0.02% 392
2020
Q1
Sell
-3,462
Closed -$262K 260
2019
Q4
$262K Buy
+3,462
New +$262K 0.03% 224