Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Buy
2,727
+219
+9% +$40.1K 0.01% 445
2025
Q1
$441K Buy
2,508
+359
+17% +$63.1K 0.01% 444
2024
Q4
$403K Sell
2,149
-1,079
-33% -$202K 0.01% 437
2024
Q3
$583K Buy
3,228
+1,184
+58% +$214K 0.01% 410
2024
Q2
$362K Buy
2,044
+509
+33% +$90.2K 0.01% 495
2024
Q1
$272K Buy
1,535
+408
+36% +$72.3K ﹤0.01% 418
2023
Q4
$158K Sell
1,127
-26
-2% -$3.65K ﹤0.01% 523
2023
Q3
$170K Buy
1,153
+680
+144% +$100K ﹤0.01% 477
2023
Q2
$72K Sell
473
-1,393
-75% -$212K ﹤0.01% 579
2023
Q1
$253K Buy
1,866
+157
+9% +$21.3K ﹤0.01% 471
2022
Q4
$199K Buy
1,709
+1,008
+144% +$117K ﹤0.01% 453
2022
Q3
$85K Buy
701
+118
+20% +$14.3K ﹤0.01% 584
2022
Q2
$91K Buy
+583
New +$91K ﹤0.01% 523