Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Buy
1,915
+64
+3% +$4.14K 0.07% 428
2025
Q1
$115K Buy
1,851
+818
+79% +$50.8K 0.08% 393
2024
Q4
$75K Buy
1,033
+341
+49% +$24.8K 0.05% 674
2024
Q3
$56K Buy
692
+133
+24% +$10.8K 0.04% 832
2024
Q2
$42K Sell
559
-214
-28% -$16.1K 0.03% 931
2024
Q1
$60K Sell
773
-4
-0.5% -$310 0.04% 809
2023
Q4
$56K Sell
777
-251
-24% -$18.1K 0.04% 796
2023
Q3
$71K Sell
1,028
-2
-0.2% -$138 0.05% 609
2023
Q2
$83K Sell
1,030
-531
-34% -$42.8K 0.06% 542
2023
Q1
$126K Sell
1,561
-459
-23% -$37K 0.11% 265
2022
Q4
$151K Buy
2,020
+163
+9% +$12.2K 0.12% 210
2022
Q3
$120K Buy
1,857
+212
+13% +$13.7K 0.11% 268
2022
Q2
$114K Sell
1,645
-84
-5% -$5.82K 0.09% 335
2022
Q1
$133K Buy
1,729
+754
+77% +$58K 0.09% 327
2021
Q4
$75K Buy
+975
New +$75K 0.11% 303