Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734K Sell
3,226
-908
-22% -$207K 0.02% 304
2025
Q1
$689K Buy
4,134
+30
+0.7% +$5K 0.02% 278
2024
Q4
$811K Buy
4,104
+182
+5% +$35.9K 0.03% 235
2024
Q3
$685K Sell
3,922
-73
-2% -$12.7K 0.02% 287
2024
Q2
$696K Buy
3,995
+1,430
+56% +$249K 0.03% 260
2024
Q1
$350K Buy
+2,565
New +$350K 0.01% 439
2020
Q1
Sell
-4,664
Closed -$271K 274
2019
Q4
$271K Sell
4,664
-6,487
-58% -$377K 0.03% 221
2019
Q3
$521K Buy
+11,151
New +$521K 0.07% 127