Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.1K Buy
2,257
+48
+2% +$1.38K ﹤0.01% 1786
2025
Q1
$66.6K Buy
2,209
+71
+3% +$2.14K ﹤0.01% 1414
2024
Q4
$60.8K Buy
2,138
+318
+17% +$9.05K ﹤0.01% 1479
2024
Q3
$57.7K Buy
1,820
+22
+1% +$698 ﹤0.01% 1343
2024
Q2
$56.5K Buy
1,798
+681
+61% +$21.4K ﹤0.01% 1324
2024
Q1
$41.6K Buy
1,117
+37
+3% +$1.38K ﹤0.01% 1375
2023
Q4
$33.4K Sell
1,080
-73
-6% -$2.26K ﹤0.01% 1368
2023
Q3
$38.8K Buy
1,153
+750
+186% +$25.2K ﹤0.01% 1216
2023
Q2
$12.2K Buy
403
+42
+12% +$1.27K ﹤0.01% 1797
2023
Q1
$9.56K Buy
361
+26
+8% +$689 ﹤0.01% 1807
2022
Q4
$7.66K Sell
335
-4
-1% -$91 ﹤0.01% 1765
2022
Q3
$7K Buy
339
+38
+13% +$785 ﹤0.01% 1777
2022
Q2
$7K Buy
+301
New +$7K ﹤0.01% 1665
2018
Q3
Sell
-60
Closed -$2K 932
2018
Q2
$2K Buy
+60
New +$2K ﹤0.01% 797