Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$945K Buy
4,174
+127
+3% +$28.8K 0.06% 201
2025
Q1
$672K Buy
4,047
+99
+3% +$16.4K 0.05% 222
2024
Q4
$780K Buy
3,948
+116
+3% +$22.9K 0.05% 198
2024
Q3
$666K Buy
3,832
+371
+11% +$64.4K 0.05% 194
2024
Q2
$602K Buy
3,461
+224
+7% +$38.9K 0.05% 190
2024
Q1
$440K Sell
3,237
-95
-3% -$12.9K 0.04% 221
2023
Q4
$347K Sell
3,332
-32
-1% -$3.33K 0.04% 208
2023
Q3
$292K Buy
3,364
+42
+1% +$3.65K 0.03% 213
2023
Q2
$335K Buy
3,322
+245
+8% +$24.7K 0.04% 205
2023
Q1
$286K Hold
3,077
0.03% 213
2022
Q4
$229K Sell
3,077
-100
-3% -$7.45K 0.03% 235
2022
Q3
$218K Buy
3,177
+42
+1% +$2.88K 0.03% 220
2022
Q2
$256K Sell
3,135
-25
-0.8% -$2.04K 0.04% 205
2022
Q1
$329K Buy
+3,160
New +$329K 0.04% 193