Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
1,132
+8
+0.7% +$2.51K 0.02% 513
2025
Q1
$223K Buy
1,124
+9
+0.8% +$1.79K 0.01% 663
2024
Q4
$201K Sell
1,115
-76
-6% -$13.7K 0.01% 683
2024
Q3
$204K Buy
+1,191
New +$204K 0.01% 683
2024
Q1
Sell
-998
Closed -$221K 737
2023
Q4
$221K Buy
+998
New +$221K 0.02% 621
2022
Q2
Sell
-1,035
Closed -$250K 625
2022
Q1
$250K Sell
1,035
-30
-3% -$7.25K 0.02% 540
2021
Q4
$342K Sell
1,065
-9
-0.8% -$2.89K 0.02% 474
2021
Q3
$282K Buy
1,074
+31
+3% +$8.14K 0.02% 516
2021
Q2
$225K Sell
1,043
-428
-29% -$92.3K 0.02% 572
2021
Q1
$252K Buy
1,471
+368
+33% +$63K 0.02% 531
2020
Q4
$221K Buy
+1,103
New +$221K 0.02% 533