Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
4,060
+582
+17% +$27.2K 0.11% 210
2025
Q1
$131K Buy
3,478
+1,090
+46% +$41.1K 0.09% 328
2024
Q4
$111K Buy
2,388
+151
+7% +$7.02K 0.07% 464
2024
Q3
$119K Buy
2,237
+372
+20% +$19.8K 0.07% 417
2024
Q2
$102K Sell
1,865
-168
-8% -$9.19K 0.07% 476
2024
Q1
$131K Buy
2,033
+1,422
+233% +$91.6K 0.08% 351
2023
Q4
$35K Buy
611
+426
+230% +$24.4K 0.02% 989
2023
Q3
$11K Sell
185
-827
-82% -$49.2K 0.01% 1391
2023
Q2
$60K Buy
1,012
+222
+28% +$13.2K 0.05% 708
2023
Q1
$38K Sell
790
-637
-45% -$30.6K 0.03% 820
2022
Q4
$61K Buy
1,427
+1,319
+1,221% +$56.4K 0.05% 647
2022
Q3
$3K Sell
108
-26
-19% -$722 ﹤0.01% 1653
2022
Q2
$4K Buy
134
+49
+58% +$1.46K ﹤0.01% 1484
2022
Q1
$3K Buy
85
+22
+35% +$776 ﹤0.01% 1618
2021
Q4
$3K Buy
+63
New +$3K ﹤0.01% 1496