Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Sell
1,708
-50
-3% -$3.54K 0.07% 441
2025
Q1
$112K Buy
1,758
+376
+27% +$24K 0.07% 408
2024
Q4
$105K Buy
1,382
+245
+22% +$18.6K 0.07% 498
2024
Q3
$100K Buy
1,137
+44
+4% +$3.87K 0.06% 518
2024
Q2
$83K Buy
1,093
+268
+32% +$20.4K 0.05% 604
2024
Q1
$77K Buy
825
+280
+51% +$26.1K 0.05% 688
2023
Q4
$59K Buy
545
+178
+49% +$19.3K 0.04% 773
2023
Q3
$35K Sell
367
-178
-33% -$17K 0.03% 910
2023
Q2
$60K Sell
545
-41
-7% -$4.51K 0.05% 705
2023
Q1
$72K Sell
586
-100
-15% -$12.3K 0.06% 551
2022
Q4
$80K Sell
686
-235
-26% -$27.4K 0.07% 512
2022
Q3
$76K Sell
921
-787
-46% -$64.9K 0.07% 507
2022
Q2
$174K Sell
1,708
-170
-9% -$17.3K 0.14% 142
2022
Q1
$253K Buy
1,878
+954
+103% +$129K 0.17% 88
2021
Q4
$154K Buy
+924
New +$154K 0.22% 52