Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$588K Buy
3,859
+595
+18% +$90.6K 0.07% 263
2025
Q1
$479K Buy
3,264
+383
+13% +$56.2K 0.06% 286
2024
Q4
$372K Sell
2,881
-127
-4% -$16.4K 0.04% 318
2024
Q3
$411K Buy
3,008
+408
+16% +$55.8K 0.05% 319
2024
Q2
$266K Sell
2,600
-30
-1% -$3.07K 0.03% 422
2024
Q1
$233K Buy
+2,630
New +$233K 0.03% 454
2022
Q1
Sell
-3,195
Closed -$474K 468
2021
Q4
$474K Buy
3,195
+172
+6% +$25.5K 0.1% 234
2021
Q3
$444K Sell
3,023
-265
-8% -$38.9K 0.1% 232
2021
Q2
$546K Buy
3,288
+885
+37% +$147K 0.13% 182
2021
Q1
$387K Buy
2,403
+84
+4% +$13.5K 0.11% 227
2020
Q4
$339K Buy
2,319
+176
+8% +$25.7K 0.1% 254
2020
Q3
$287K Buy
2,143
+122
+6% +$16.3K 0.1% 241
2020
Q2
$264K Buy
+2,021
New +$264K 0.1% 243