Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
2,802
+152
+6% +$15.9K 0.04% 174
2025
Q1
$265K Sell
2,650
-207
-7% -$20.7K 0.04% 177
2024
Q4
$312K Buy
2,857
+49
+2% +$5.36K 0.05% 147
2024
Q3
$323K Buy
2,808
+27
+1% +$3.1K 0.05% 135
2024
Q2
$278K Sell
2,781
-488
-15% -$48.7K 0.04% 141
2024
Q1
$361K Buy
3,269
+34
+1% +$3.76K 0.06% 107
2023
Q4
$347K Sell
3,235
-37
-1% -$3.97K 0.06% 97
2023
Q3
$322K Buy
3,272
+1,160
+55% +$114K 0.07% 92
2023
Q2
$223K Buy
+2,112
New +$223K 0.05% 119
2021
Q4
Sell
-175
Closed -$15K 330
2021
Q3
$15K Buy
+175
New +$15K ﹤0.01% 459