Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
4,127
+961
+30% +$67.1K 0.17% 72
2025
Q1
$158K Buy
3,166
+1,195
+61% +$59.6K 0.11% 231
2024
Q4
$138K Buy
1,971
+470
+31% +$32.9K 0.09% 324
2024
Q3
$158K Sell
1,501
-794
-35% -$83.6K 0.1% 271
2024
Q2
$326K Buy
2,295
+744
+48% +$106K 0.21% 49
2024
Q1
$173K Buy
1,551
+407
+36% +$45.4K 0.11% 213
2023
Q4
$148K Buy
1,144
+52
+5% +$6.73K 0.1% 265
2023
Q3
$178K Sell
1,092
-403
-27% -$65.7K 0.13% 145
2023
Q2
$274K Buy
1,495
+1,156
+341% +$212K 0.21% 54
2023
Q1
$45K Sell
339
-265
-44% -$35.2K 0.04% 742
2022
Q4
$48K Sell
604
-16
-3% -$1.27K 0.04% 736
2022
Q3
$38K Sell
620
-2
-0.3% -$123 0.03% 796
2022
Q2
$34K Sell
622
-33
-5% -$1.8K 0.03% 836
2022
Q1
$50K Sell
655
-98
-13% -$7.48K 0.03% 795
2021
Q4
$56K Buy
+753
New +$56K 0.08% 469