Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
12,385
+613
+5% +$12.7K 0.05% 380
2025
Q1
$208K Sell
11,772
-187
-2% -$3.31K 0.04% 419
2024
Q4
$186K Buy
+11,959
New +$186K 0.04% 449
2023
Q1
Sell
-16,143
Closed -$218K 494
2022
Q4
$218K Sell
16,143
-1,681
-9% -$22.7K 0.05% 399
2022
Q3
$218K Sell
17,824
-165
-0.9% -$2.02K 0.05% 343
2022
Q2
$251K Buy
+17,989
New +$251K 0.06% 316
2021
Q4
Sell
-20,406
Closed -$278K 496
2021
Q3
$278K Sell
20,406
-744
-4% -$10.1K 0.06% 310
2021
Q2
$295K Buy
+21,150
New +$295K 0.06% 290