Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$607K Buy
2,176
+28
+1% +$7.82K 0.29% 73
2025
Q1
$669K Buy
2,148
+415
+24% +$129K 0.38% 65
2024
Q4
$452K Buy
1,733
+123
+8% +$32.1K 0.21% 71
2024
Q3
$519K Buy
1,610
+245
+18% +$79K 0.27% 71
2024
Q2
$427K Buy
+1,365
New +$427K 0.24% 74
2021
Q3
$86K Buy
400
+3
+0.8% +$645 0.06% 167
2021
Q2
$97K Buy
+397
New +$97K 0.06% 170
2020
Q2
Sell
-426
Closed -$86.3K 141
2020
Q1
$86.3K Sell
426
-22,093
-98% -$4.48M 0.08% 159
2019
Q4
$79.2K Buy
+22,519
New +$79.2K 0.07% 182