Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$542K Buy
8,322
+685
+9% +$44.6K 0.01% 418
2025
Q1
$472K Buy
7,637
+1,616
+27% +$99.8K 0.01% 426
2024
Q4
$434K Sell
6,021
-1,097
-15% -$79.1K 0.01% 412
2024
Q3
$528K Buy
7,118
+1,923
+37% +$143K 0.01% 445
2024
Q2
$405K Buy
5,195
+1,452
+39% +$113K 0.01% 454
2024
Q1
$292K Buy
3,743
+205
+6% +$16K ﹤0.01% 402
2023
Q4
$245K Buy
3,538
+790
+29% +$54.7K ﹤0.01% 388
2023
Q3
$222K Buy
2,748
+2,152
+361% +$174K ﹤0.01% 410
2023
Q2
$48K Sell
596
-5,690
-91% -$458K ﹤0.01% 708
2023
Q1
$470K Buy
6,286
+1,675
+36% +$125K 0.01% 308
2022
Q4
$298K Buy
4,611
+2,322
+101% +$150K 0.01% 351
2022
Q3
$158K Buy
2,289
+528
+30% +$36.4K ﹤0.01% 388
2022
Q2
$135K Buy
+1,761
New +$135K ﹤0.01% 410