Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Buy
6,858
+552
+9% +$162K 0.33% 78
2025
Q1
$1.68M Sell
6,306
-190
-3% -$50.6K 0.33% 80
2024
Q4
$1.63M Buy
6,496
+343
+6% +$86.3K 0.3% 78
2024
Q3
$1.35M Sell
6,153
-69
-1% -$15.2K 0.27% 87
2024
Q2
$1.07M Buy
6,222
+107
+2% +$18.4K 0.22% 95
2024
Q1
$1.16M Buy
+6,115
New +$1.16M 0.25% 93
2021
Q3
Sell
-16,401
Closed -$3.06M 143
2021
Q2
$3.06M Buy
16,401
+188
+1% +$35.1K 0.56% 60
2021
Q1
$3.38M Buy
16,213
+280
+2% +$58.4K 0.61% 60
2020
Q4
$2.8M Sell
15,933
-387
-2% -$68.1K 0.5% 66
2020
Q3
$2M Buy
+16,320
New +$2M 0.38% 74