Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
2,099
+74
+4% +$11.7K 0.02% 283
2025
Q1
$357K Buy
2,025
+1
+0% +$176 0.02% 271
2024
Q4
$398K Sell
2,024
-2,169
-52% -$426K 0.02% 259
2024
Q3
$994K Buy
4,193
+3,106
+286% +$736K 0.05% 148
2024
Q2
$230K Sell
1,087
-3,035
-74% -$642K 0.01% 268
2024
Q1
$1.04M Buy
4,122
+3,196
+345% +$808K 0.06% 111
2023
Q4
$214K Buy
+926
New +$214K 0.01% 271
2022
Q2
Sell
-877
Closed -$203K 337
2022
Q1
$203K Buy
877
+4
+0.5% +$926 0.01% 295
2021
Q4
$246K Sell
873
-38
-4% -$10.7K 0.01% 232
2021
Q3
$218K Buy
+911
New +$218K 0.01% 221