Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Sell
8,628
-97
-1% -$6.69K 0.19% 50
2025
Q1
$602K Sell
8,725
-583
-6% -$40.2K 0.22% 51
2024
Q4
$573K Buy
9,308
+683
+8% +$42K 0.19% 52
2024
Q3
$535K Buy
8,625
+553
+7% +$34.3K 0.17% 58
2024
Q2
$428K Sell
8,072
-117
-1% -$6.2K 0.15% 64
2024
Q1
$437K Buy
+8,189
New +$437K 0.15% 71
2020
Q2
Sell
-299
Closed -$16K 243
2020
Q1
$16K Hold
299
0.02% 190
2019
Q4
$19K Buy
+299
New +$19K 0.02% 201