Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Buy
10,375
+856
+9% +$9.24K 0.01% 906
2025
Q1
$102K Buy
9,519
+2,364
+33% +$25.3K 0.01% 873
2024
Q4
$108K Buy
+7,155
New +$108K 0.01% 845
2024
Q3
Sell
-7,506
Closed -$111K 873
2024
Q2
$111K Buy
7,506
+30
+0.4% +$444 0.01% 762
2024
Q1
$142K Buy
7,476
+942
+14% +$17.9K 0.01% 696
2023
Q4
$112K Buy
+6,534
New +$112K 0.01% 727
2023
Q2
Sell
-5,832
Closed -$114K 897
2023
Q1
$114K Buy
+5,832
New +$114K 0.01% 814
2022
Q2
Sell
-4,481
Closed -$126K 926
2022
Q1
$126K Buy
4,481
+849
+23% +$23.9K 0.01% 796
2021
Q4
$108K Buy
+3,632
New +$108K 0.01% 882