Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
932
+351
+60% +$43.7K ﹤0.01% 933
2025
Q1
$56.9K Sell
581
-2,228
-79% -$218K ﹤0.01% 1123
2024
Q4
$304K Buy
2,809
+1,859
+196% +$201K 0.01% 596
2024
Q3
$62K Sell
950
-850
-47% -$55.4K ﹤0.01% 1107
2024
Q2
$102K Buy
1,800
+347
+24% +$19.7K 0.01% 495
2024
Q1
$88.9K Buy
+1,453
New +$88.9K ﹤0.01% 883
2022
Q4
$136K Sell
2,785
-666
-19% -$32.6K 0.01% 626
2022
Q3
$239K Buy
3,451
+777
+29% +$53.8K 0.02% 455
2022
Q2
$224K Sell
2,674
-160
-6% -$13.4K 0.02% 489
2022
Q1
$467K Buy
2,834
+854
+43% +$141K 0.03% 337
2021
Q4
$521K Buy
+1,980
New +$521K 0.03% 357