Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
9,942
+4,054
+69% +$139K 0.04% 562
2025
Q1
$182K Buy
5,888
+152
+3% +$4.69K 0.02% 864
2024
Q4
$181K Buy
+5,736
New +$181K 0.02% 898
2024
Q2
Sell
-2,295
Closed -$65K 1680
2024
Q1
$65K Buy
2,295
+1,155
+101% +$32.7K 0.01% 1216
2023
Q4
$29.2K Buy
+1,140
New +$29.2K 0.01% 1514
2022
Q2
Sell
-1,612
Closed -$47K 1892
2022
Q1
$47K Sell
1,612
-6,249
-79% -$182K 0.02% 1085
2021
Q4
$206K Buy
+7,861
New +$206K 0.1% 203