Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Buy
25,886
+2,243
+9% +$46.6K 0.01% 480
2025
Q1
$419K Sell
23,643
-2,879
-11% -$51K 0.01% 456
2024
Q4
$412K Sell
26,522
-1,649
-6% -$25.6K 0.01% 671
2024
Q3
$433K Buy
28,171
+1,487
+6% +$22.9K 0.01% 634
2024
Q2
$365K Buy
26,684
+3,083
+13% +$42.1K 0.01% 705
2024
Q1
$331K Buy
23,601
+125
+0.5% +$1.75K 0.01% 732
2023
Q4
$316K Buy
23,476
+5,121
+28% +$68.8K 0.01% 723
2023
Q3
$235K Buy
18,355
+1,264
+7% +$16.2K 0.01% 750
2023
Q2
$193K Buy
17,091
+1,435
+9% +$16.2K 0.01% 850
2023
Q1
$178K Buy
15,656
+1,101
+8% +$12.5K 0.01% 833
2022
Q4
$196K Buy
+14,555
New +$196K 0.01% 805