Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
1,000
+19
+2% +$6.04K 0.24% 46
2025
Q1
$259K Sell
981
-87
-8% -$22.9K 0.18% 46
2024
Q4
$446K Buy
1,068
+44
+4% +$18.4K 0.27% 42
2024
Q3
$268K Sell
1,024
-25
-2% -$6.54K 0.21% 42
2024
Q2
$208K Buy
+1,049
New +$208K 0.18% 44
2023
Q3
Sell
-798
Closed -$209K 38
2023
Q2
$209K Buy
+798
New +$209K 0.22% 38
2022
Q4
Sell
-1,242
Closed -$329K 28
2022
Q3
$329K Buy
+1,242
New +$329K 1.46% 16
2022
Q2
Sell
-792
Closed -$284K 27
2022
Q1
$284K Buy
792
+111
+16% +$39.8K 0.22% 21
2021
Q4
$240K Buy
+681
New +$240K 0.15% 30