Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
1,765
+353
+25% +$73.7K 0.25% 102
2025
Q1
$307K Buy
1,412
+197
+16% +$42.8K 0.2% 115
2024
Q4
$251K Sell
1,215
-654
-35% -$135K 0.16% 142
2024
Q3
$329K Buy
1,869
+628
+51% +$111K 0.22% 124
2024
Q2
$202K Buy
+1,241
New +$202K 0.14% 156
2022
Q4
Sell
-2,559
Closed -$206K 188
2022
Q3
$206K Buy
2,559
+72
+3% +$5.8K 0.18% 163
2022
Q2
$244K Sell
2,487
-72
-3% -$7.06K 0.2% 146
2022
Q1
$304K Sell
2,559
-958
-27% -$114K 0.2% 145
2021
Q4
$479K Sell
3,517
-6
-0.2% -$817 0.33% 96
2021
Q3
$548K Buy
3,523
+147
+4% +$22.9K 0.43% 72
2021
Q2
$489K Buy
3,376
+154
+5% +$22.3K 0.37% 85
2021
Q1
$425K Buy
3,222
+72
+2% +$9.5K 0.34% 98
2020
Q4
$377K Buy
+3,150
New +$377K 0.31% 105