Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Buy
45,514
+32,030
+238% +$129K 0.1% 404
2025
Q1
$70.9K Buy
+13,484
New +$70.9K 0.04% 397
2024
Q1
Sell
-29,101
Closed -$114K 682
2023
Q4
$114K Sell
29,101
-22,648
-44% -$88.8K 0.06% 416
2023
Q3
$183K Buy
+51,749
New +$183K 0.11% 374
2023
Q2
Sell
-11,427
Closed -$43.8K 611
2023
Q1
$43.8K Sell
11,427
-12,004
-51% -$46K 0.03% 385
2022
Q4
$80.4K Sell
23,431
-604
-3% -$2.07K 0.05% 353
2022
Q3
$96K Buy
24,035
+4,692
+24% +$18.7K 0.06% 377
2022
Q2
$116K Buy
+19,343
New +$116K 0.08% 345