Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.9K Buy
1,096
+5
+0.5% +$355 0.04% 28
2025
Q1
$69.2K Buy
1,091
+4
+0.4% +$254 0.04% 27
2024
Q4
$82.3K Buy
1,087
+1
+0.1% +$76 0.04% 24
2024
Q3
$90.6K Buy
1,086
+8
+0.7% +$667 0.05% 23
2024
Q2
$81.3K Buy
1,078
+4
+0.4% +$301 0.04% 26
2024
Q1
$101K Buy
1,074
+3
+0.3% +$282 0.06% 24
2023
Q4
$116K Buy
1,071
+3
+0.3% +$326 0.07% 21
2023
Q3
$102K Buy
1,068
+2
+0.2% +$191 0.07% 19
2023
Q2
$118K Buy
1,066
+957
+878% +$106K 0.08% 18
2023
Q1
$8K Sell
109
-1,809
-94% -$133K 0.04% 46
2022
Q4
$212K Buy
1,918
+863
+82% +$95.4K 0.15% 12
2022
Q3
$108K Hold
1,055
0.09% 32
2022
Q2
$108K Buy
1,055
+2
+0.2% +$205 0.09% 20
2022
Q1
$142K Hold
1,053
0.09% 17
2021
Q4
$176K Buy
+1,053
New +$176K 0.12% 13