Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
2,680
-1,381
-34% -$233K 0.06% 335
2025
Q1
$308K Buy
4,061
+686
+20% +$52.1K 0.04% 535
2024
Q4
$272K Buy
3,375
+991
+42% +$79.9K 0.03% 623
2024
Q3
$209K Buy
+2,384
New +$209K 0.03% 675
2023
Q1
Sell
-490
Closed -$80.3K 1607
2022
Q4
$80.3K Buy
+490
New +$80.3K 0.03% 881
2021
Q4
Sell
-259
Closed -$30K 1874
2021
Q3
$30K Sell
259
-249
-49% -$28.8K 0.02% 876
2021
Q2
$40K Buy
+508
New +$40K 0.03% 799