Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
20,389
+343
+2% +$1.78K ﹤0.01% 1115
2025
Q1
$106K Buy
20,046
+7,356
+58% +$38.8K ﹤0.01% 1153
2024
Q4
$56.2K Buy
12,690
+105
+0.8% +$465 ﹤0.01% 1026
2024
Q3
$55K Sell
12,585
-158
-1% -$690 ﹤0.01% 931
2024
Q2
$48.2K Sell
12,743
-159
-1% -$601 ﹤0.01% 879
2024
Q1
$45.7K Buy
+12,902
New +$45.7K ﹤0.01% 832
2023
Q3
Sell
-16,492
Closed -$68.6K 773
2023
Q2
$68.6K Sell
16,492
-4,394
-21% -$18.3K ﹤0.01% 710
2023
Q1
$103K Buy
20,886
+112
+0.5% +$550 ﹤0.01% 693
2022
Q4
$96.4K Buy
+20,774
New +$96.4K ﹤0.01% 662