Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$291K Buy
6,074
+859
+16% +$41.2K 0.01% 878
2024
Q4
$226K Sell
5,215
-1,105
-17% -$47.9K 0.01% 901
2024
Q3
$442K Sell
6,320
-403
-6% -$28.2K 0.02% 613
2024
Q2
$442K Buy
+6,723
New +$442K 0.02% 566
2023
Q3
Sell
-20,125
Closed -$1.49M 684
2023
Q2
$1.49M Buy
20,125
+14
+0.1% +$1.04K 0.11% 151
2023
Q1
$1.41M Sell
20,111
-275
-1% -$19.3K 0.11% 150
2022
Q4
$1.11M Sell
20,386
-507
-2% -$27.6K 0.1% 152
2022
Q3
$765K Buy
20,893
+160
+0.8% +$5.86K 0.07% 192
2022
Q2
$923K Buy
+20,733
New +$923K 0.09% 167