Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
2,638
+237
+10% +$22.6K 0.15% 105
2025
Q1
$212K Buy
2,401
+298
+14% +$26.3K 0.14% 138
2024
Q4
$199K Buy
2,103
+328
+18% +$31K 0.12% 174
2024
Q3
$194K Buy
1,775
+457
+35% +$49.9K 0.12% 185
2024
Q2
$151K Buy
1,318
+126
+11% +$14.4K 0.1% 270
2024
Q1
$173K Buy
1,192
+510
+75% +$74K 0.11% 215
2023
Q4
$96K Buy
682
+239
+54% +$33.6K 0.07% 520
2023
Q3
$59K Buy
443
+252
+132% +$33.6K 0.04% 688
2023
Q2
$27K Buy
191
+116
+155% +$16.4K 0.02% 1010
2023
Q1
$11K Hold
75
0.01% 1269
2022
Q4
$9K Sell
75
-2
-3% -$240 0.01% 1372
2022
Q3
$9K Sell
77
-668
-90% -$78.1K 0.01% 1309
2022
Q2
$94K Buy
745
+65
+10% +$8.2K 0.07% 452
2022
Q1
$97K Buy
680
+391
+135% +$55.8K 0.06% 513
2021
Q4
$53K Buy
+289
New +$53K 0.07% 502