Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$573K Buy
2,528
+134
+6% +$30.4K 0.16% 74
2025
Q1
$397K Sell
2,394
-170
-7% -$28.2K 0.12% 99
2024
Q4
$506K Buy
2,564
+104
+4% +$20.5K 0.15% 91
2024
Q3
$427K Buy
2,460
+392
+19% +$68.1K 0.13% 90
2024
Q2
$359K Buy
+2,068
New +$359K 0.12% 103
2022
Q1
Sell
-2,847
Closed -$343K 131
2021
Q4
$343K Buy
2,847
+597
+27% +$71.9K 0.22% 75
2021
Q3
$251K Buy
2,250
+159
+8% +$17.7K 0.24% 61
2021
Q2
$251K Sell
2,091
-605
-22% -$72.6K 0.23% 64
2021
Q1
$319K Sell
2,696
-36
-1% -$4.26K 0.35% 39
2020
Q4
$298K Buy
+2,732
New +$298K 0.37% 38