Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Buy
4,367
+1
+0% +$152 0.22% 61
2025
Q1
$641K Sell
4,366
-244
-5% -$35.8K 0.23% 59
2024
Q4
$595K Sell
4,610
-2
-0% -$258 0.22% 61
2024
Q3
$631K Sell
4,612
-37
-0.8% -$5.06K 0.23% 60
2024
Q2
$475K Buy
4,649
+1,035
+29% +$106K 0.19% 72
2024
Q1
$321K Buy
+3,614
New +$321K 0.13% 83
2021
Q4
Sell
-672
Closed -$99K 274
2021
Q3
$99K Hold
672
0.06% 127
2021
Q2
$112K Buy
672
+58
+9% +$9.67K 0.07% 113
2021
Q1
$99K Sell
614
-47
-7% -$7.58K 0.07% 105
2020
Q4
$97K Buy
+661
New +$97K 0.08% 106