Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
2,776
+50
+2% +$2.58K 0.02% 308
2025
Q1
$146K Buy
2,726
+60
+2% +$3.21K 0.02% 306
2024
Q4
$128K Buy
2,666
+53
+2% +$2.55K 0.02% 317
2024
Q3
$116K Buy
2,613
+52
+2% +$2.31K 0.01% 328
2024
Q2
$109K Buy
2,561
+51
+2% +$2.17K 0.01% 331
2024
Q1
$104K Buy
2,510
+54
+2% +$2.24K 0.01% 335
2023
Q4
$90K Buy
2,456
+58
+2% +$2.13K 0.01% 342
2023
Q3
$85K Buy
2,398
+52
+2% +$1.84K 0.01% 343
2023
Q2
$80K Hold
2,346
0.01% 364
2023
Q1
$81K Buy
2,346
+51
+2% +$1.76K 0.01% 334
2022
Q4
$75K Buy
2,295
+801
+54% +$26.2K 0.01% 341
2022
Q3
$45K Buy
1,494
+32
+2% +$964 0.01% 372
2022
Q2
$43K Buy
1,462
+32
+2% +$941 0.01% 368
2022
Q1
$47K Buy
1,430
+30
+2% +$986 0.01% 375
2021
Q4
$41K Buy
1,400
+57
+4% +$1.67K 0.01% 373
2021
Q3
$38K Buy
1,343
+32
+2% +$905 0.01% 342
2021
Q2
$39K Hold
1,311
0.01% 330
2021
Q1
$34K Buy
+1,311
New +$34K 0.01% 321