Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$885K Sell
16,276
-808
-5% -$43.9K 0.01% 737
2025
Q1
$835K Buy
17,084
+1,091
+7% +$53.3K 0.01% 759
2024
Q4
$759K Buy
15,993
+1,744
+12% +$82.8K 0.01% 819
2024
Q3
$667K Sell
14,249
-671
-4% -$31.4K 0.01% 841
2024
Q2
$629K Buy
14,920
+9,724
+187% +$410K 0.01% 841
2024
Q1
$261K Buy
+5,196
New +$261K ﹤0.01% 1100
2022
Q1
Sell
-7,251
Closed -$335K 1170
2021
Q4
$335K Sell
7,251
-411
-5% -$19K 0.01% 1024
2021
Q3
$280K Buy
7,662
+5
+0.1% +$183 0.01% 1058
2021
Q2
$325K Buy
+7,657
New +$325K 0.01% 1055