Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
8,997
+312
+4% +$9.34K 0.01% 569
2025
Q1
$293K Sell
8,685
-826
-9% -$27.9K 0.02% 555
2024
Q4
$281K Buy
9,511
+229
+2% +$6.77K 0.01% 594
2024
Q3
$291K Buy
9,282
+1,641
+21% +$51.5K 0.01% 614
2024
Q2
$276K Buy
7,641
+1,025
+15% +$37K 0.01% 588
2024
Q1
$249K Buy
+6,616
New +$249K 0.01% 585
2022
Q3
Sell
-7,061
Closed -$200K 492
2022
Q2
$200K Buy
+7,061
New +$200K 0.02% 495
2021
Q3
Sell
-10,431
Closed -$276K 506
2021
Q2
$276K Buy
10,431
+2,138
+26% +$56.6K 0.02% 459
2021
Q1
$202K Buy
+8,293
New +$202K 0.02% 466