Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
3,263
+383
+13% +$58.3K 0.01% 295
2025
Q1
$423K Buy
2,880
+1,278
+80% +$188K 0.01% 262
2024
Q4
$207K Sell
1,602
-848
-35% -$110K ﹤0.01% 337
2024
Q3
$335K Buy
+2,450
New +$335K 0.01% 265
2023
Q2
Sell
-5,188
Closed -$456K 259
2023
Q1
$456K Buy
5,188
+144
+3% +$12.7K 0.02% 171
2022
Q4
$506K Buy
+5,044
New +$506K 0.03% 156
2021
Q3
Sell
-1,598
Closed -$265K 207
2021
Q2
$265K Sell
1,598
-125
-7% -$20.7K 0.02% 170
2021
Q1
$278K Buy
1,723
+125
+8% +$20.2K 0.03% 156
2020
Q4
$233K Hold
1,598
0.03% 162
2020
Q3
$214K Hold
1,598
0.03% 145
2020
Q2
$208K Buy
+1,598
New +$208K 0.03% 134