Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Buy
24,862
+2,064
+9% +$36.9K 0.01% 526
2025
Q1
$472K Buy
22,798
+1,151
+5% +$23.8K 0.01% 461
2024
Q4
$256K Buy
21,647
+4,105
+23% +$48.5K ﹤0.01% 667
2024
Q3
$214K Buy
17,542
+4,335
+33% +$52.8K ﹤0.01% 730
2024
Q2
$96.8K Sell
13,207
-6,726
-34% -$49.3K ﹤0.01% 728
2024
Q1
$153K Buy
19,933
+6,376
+47% +$49K ﹤0.01% 692
2023
Q4
$198K Buy
13,557
+1,729
+15% +$25.2K ﹤0.01% 625
2023
Q3
$217K Buy
11,828
+437
+4% +$8.02K 0.01% 535
2023
Q2
$153K Buy
+11,391
New +$153K ﹤0.01% 566