Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
4,328
+759
+21% +$70.8K 0.06% 192
2025
Q1
$260K Buy
3,569
+70
+2% +$5.1K 0.04% 241
2024
Q4
$211K Buy
3,499
+758
+28% +$45.7K 0.03% 266
2024
Q3
$206K Buy
2,741
+1,197
+78% +$90K 0.03% 258
2024
Q2
$112K Sell
1,544
-10
-0.6% -$727 0.02% 333
2024
Q1
$120K Buy
1,554
+1,059
+214% +$81.5K 0.02% 325
2023
Q4
$30.5K Buy
+495
New +$30.5K 0.01% 556
2023
Q1
Sell
-478
Closed -$11.8K 1009
2022
Q4
$11.8K Buy
+478
New +$11.8K ﹤0.01% 638
2022
Q2
Sell
-70
Closed -$2K 993
2022
Q1
$2K Buy
70
+50
+250% +$1.43K ﹤0.01% 887
2021
Q4
$1K Buy
+20
New +$1K ﹤0.01% 889
2021
Q3
Sell
-56
Closed -$3K 851
2021
Q2
$3K Buy
56
+41
+273% +$2.2K ﹤0.01% 852
2021
Q1
$1K Buy
+15
New +$1K ﹤0.01% 762