Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Buy
2,831
+727
+35% +$116K 0.06% 341
2025
Q1
$303K Buy
2,104
+11
+0.5% +$1.58K 0.04% 547
2024
Q4
$328K Sell
2,093
-211
-9% -$33.1K 0.04% 505
2024
Q3
$336K Buy
2,304
+240
+12% +$35K 0.05% 359
2024
Q2
$256K Buy
2,064
+641
+45% +$79.4K 0.04% 404
2024
Q1
$171K Sell
1,423
-724
-34% -$87K 0.03% 696
2023
Q4
$247K Sell
2,147
-1,683
-44% -$194K 0.05% 416
2023
Q3
$410K Buy
3,830
+1,803
+89% +$193K 0.09% 122
2023
Q2
$172K Buy
+2,027
New +$172K 0.05% 480
2022
Q2
Sell
-811
Closed -$64K 2085
2022
Q1
$64K Sell
811
-512
-39% -$40.4K 0.03% 912
2021
Q4
$109K Buy
1,323
+481
+57% +$39.6K 0.05% 562
2021
Q3
$70K Buy
+842
New +$70K 0.05% 618