Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Buy
7,155
+276
+4% +$14.7K 0.01% 894
2025
Q1
$332K Buy
6,879
+1,362
+25% +$65.7K 0.01% 872
2024
Q4
$273K Sell
5,517
-133
-2% -$6.59K 0.01% 909
2024
Q3
$317K Sell
5,650
-1,436
-20% -$80.6K 0.01% 870
2024
Q2
$390K Buy
7,086
+897
+14% +$49.3K 0.01% 799
2024
Q1
$357K Buy
6,189
+648
+12% +$37.4K 0.01% 808
2023
Q4
$379K Buy
5,541
+165
+3% +$11.3K 0.01% 744
2023
Q3
$306K Buy
5,376
+215
+4% +$12.2K 0.01% 767
2023
Q2
$308K Sell
5,161
-205
-4% -$12.2K 0.01% 799
2023
Q1
$340K Buy
5,366
+1,323
+33% +$83.9K 0.01% 737
2022
Q4
$251K Sell
4,043
-70
-2% -$4.34K 0.01% 796
2022
Q3
$206K Buy
+4,113
New +$206K 0.01% 820
2022
Q2
Sell
-3,824
Closed -$263K 825
2022
Q1
$263K Buy
+3,824
New +$263K 0.01% 749