Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Buy
3,346
+61
+2% +$7.48K 0.1% 86
2025
Q1
$299K Buy
3,285
+29
+0.9% +$2.64K 0.08% 97
2024
Q4
$375K Buy
3,256
+98
+3% +$11.3K 0.1% 83
2024
Q3
$374K Sell
3,158
-134
-4% -$15.9K 0.1% 89
2024
Q2
$454K Sell
3,292
-439
-12% -$60.5K 0.11% 67
2024
Q1
$426K Buy
3,731
+25
+0.7% +$2.85K 0.1% 71
2023
Q4
$284K Buy
3,706
+66
+2% +$5.05K 0.06% 100
2023
Q3
$251K Buy
+3,640
New +$251K 0.06% 99
2021
Q4
Sell
-5,230
Closed -$276K 204
2021
Q3
$276K Sell
5,230
-139
-3% -$7.34K 0.04% 168
2021
Q2
$271K Buy
5,369
+206
+4% +$10.4K 0.04% 177
2021
Q1
$231K Buy
+5,163
New +$231K 0.04% 185