Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$566K Buy
423
+140
+49% +$187K 0.05% 226
2025
Q1
$264K Sell
283
-47
-14% -$43.8K 0.02% 299
2024
Q4
$294K Buy
330
+22
+7% +$19.6K 0.03% 292
2024
Q3
$218K Hold
308
0.02% 315
2024
Q2
$208K Buy
+308
New +$208K 0.02% 316
2022
Q1
Sell
-433
Closed -$261K 337
2021
Q4
$261K Buy
433
+20
+5% +$12.1K 0.03% 274
2021
Q3
$252K Buy
413
+2
+0.5% +$1.22K 0.03% 269
2021
Q2
$217K Hold
411
0.05% 210
2021
Q1
$214K Sell
411
-7
-2% -$3.65K 0.05% 198
2020
Q4
$226K Buy
+418
New +$226K 0.06% 187