Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
3,988
+582
+17% +$43.3K 0.02% 356
2025
Q1
$222K Buy
3,406
+309
+10% +$20.2K 0.02% 405
2024
Q4
$264K Buy
3,097
+91
+3% +$7.77K 0.02% 328
2024
Q3
$235K Buy
+3,006
New +$235K 0.02% 369
2023
Q2
Sell
-3,235
Closed -$246K 347
2023
Q1
$246K Buy
+3,235
New +$246K 0.03% 231
2022
Q1
Sell
-2,104
Closed -$397K 247
2021
Q4
$397K Sell
2,104
-39
-2% -$7.36K 0.08% 109
2021
Q3
$558K Sell
2,143
-94
-4% -$24.5K 0.13% 79
2021
Q2
$652K Buy
2,237
+262
+13% +$76.4K 0.16% 70
2021
Q1
$480K Buy
1,975
+208
+12% +$50.6K 0.14% 80
2020
Q4
$414K Buy
1,767
+248
+16% +$58.1K 0.14% 80
2020
Q3
$299K Buy
1,519
+142
+10% +$28K 0.12% 92
2020
Q2
$240K Buy
+1,377
New +$240K 0.11% 106