Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$735K Buy
4,831
+217
+5% +$33K 0.06% 181
2025
Q1
$678K Sell
4,614
-1,308
-22% -$192K 0.06% 179
2024
Q4
$765K Buy
5,922
+132
+2% +$17K 0.07% 167
2024
Q3
$792K Sell
5,790
-213
-4% -$29.1K 0.07% 158
2024
Q2
$613K Sell
6,003
-800
-12% -$81.8K 0.06% 180
2024
Q1
$603K Buy
6,803
+2,634
+63% +$234K 0.07% 168
2023
Q4
$381K Buy
4,169
+1,269
+44% +$116K 0.05% 203
2023
Q3
$227K Buy
+2,900
New +$227K 0.03% 263
2020
Q1
$551K Buy
4,826
+1,878
+64% +$214K 0.17% 84
2019
Q4
$435K Buy
+2,948
New +$435K 0.14% 115