Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Buy
26,725
+19,455
+268% +$179K ﹤0.01% 550
2025
Q1
$70.5K Buy
7,270
+1,011
+16% +$9.81K ﹤0.01% 837
2024
Q4
$58.9K Sell
6,259
-753
-11% -$7.09K ﹤0.01% 837
2024
Q3
$79.4K Sell
7,012
-2,325
-25% -$26.3K ﹤0.01% 786
2024
Q2
$88.8K Buy
9,337
+672
+8% +$6.39K ﹤0.01% 845
2024
Q1
$83.5K Buy
+8,665
New +$83.5K ﹤0.01% 755
2023
Q3
Sell
-12,837
Closed -$128K 532
2023
Q2
$128K Sell
12,837
-4,086
-24% -$40.8K ﹤0.01% 560
2023
Q1
$193K Buy
16,923
+2,179
+15% +$24.8K ﹤0.01% 501
2022
Q4
$176K Buy
14,744
+311
+2% +$3.7K ﹤0.01% 467
2022
Q3
$155K Buy
14,433
+1,292
+10% +$13.9K ﹤0.01% 460
2022
Q2
$163K Buy
13,141
+168
+1% +$2.08K ﹤0.01% 369
2022
Q1
$147K Buy
+12,973
New +$147K ﹤0.01% 439