Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
2,495
+228
+10% +$29.7K 0.02% 634
2025
Q1
$274K Buy
2,267
+256
+13% +$30.9K 0.02% 675
2024
Q4
$236K Sell
2,011
-198
-9% -$23.2K 0.01% 697
2024
Q3
$333K Buy
2,209
+844
+62% +$127K 0.15% 184
2024
Q2
$216K Sell
1,365
-482
-26% -$76.4K 0.1% 283
2024
Q1
$366K Buy
1,847
+497
+37% +$98.5K 0.19% 147
2023
Q4
$236K Sell
1,350
-87
-6% -$15.2K 0.13% 244
2023
Q3
$225K Sell
1,437
-731
-34% -$115K 0.12% 256
2023
Q2
$357K Sell
2,168
-450
-17% -$74K 0.2% 145
2023
Q1
$406K Sell
2,618
-648
-20% -$100K 0.24% 118
2022
Q4
$432K Buy
+3,266
New +$432K 0.06% 244
2022
Q1
Sell
-2,946
Closed -$338K 607
2021
Q4
$338K Buy
2,946
+242
+9% +$27.7K 0.04% 375
2021
Q3
$267K Sell
2,704
-420
-13% -$41.5K 0.04% 393
2021
Q2
$301K Buy
+3,124
New +$301K 0.04% 357
2017
Q3
Sell
-9,501
Closed -$550K 297
2017
Q2
$550K Buy
+9,501
New +$550K 0.17% 196