Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
9,685
+938
+11% +$23.2K 0.03% 328
2025
Q1
$223K Buy
8,747
+369
+4% +$9.42K 0.03% 303
2024
Q4
$273K Buy
8,378
+481
+6% +$15.7K 0.04% 229
2024
Q3
$280K Buy
7,897
+320
+4% +$11.3K 0.04% 226
2024
Q2
$265K Buy
+7,577
New +$265K 0.04% 219
2023
Q4
$226K Buy
7,501
+6,213
+482% +$187K 0.05% 252
2023
Q3
$34.6K Sell
1,288
-1,472
-53% -$39.6K 0.01% 410
2023
Q2
$83.7K Buy
+2,760
New +$83.7K 0.02% 288
2023
Q1
Sell
-1,288
Closed -$34.6K 596
2022
Q4
$34.6K Buy
+1,288
New +$34.6K 0.01% 413