Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
1,149
+44
+4% +$21.1K 0.01% 741
2025
Q1
$497K Buy
1,105
+150
+16% +$67.4K 0.01% 712
2024
Q4
$434K Buy
955
+107
+13% +$48.6K 0.01% 755
2024
Q3
$469K Sell
848
-113
-12% -$62.4K 0.01% 732
2024
Q2
$434K Buy
961
+13
+1% +$5.87K 0.01% 758
2024
Q1
$359K Buy
948
+45
+5% +$17K 0.01% 807
2023
Q4
$292K Buy
903
+78
+9% +$25.3K 0.01% 826
2023
Q3
$259K Sell
825
-11
-1% -$3.45K 0.01% 829
2023
Q2
$285K Buy
836
+44
+6% +$15K 0.01% 822
2023
Q1
$235K Buy
792
+78
+11% +$23.1K 0.01% 864
2022
Q4
$215K Buy
+714
New +$215K 0.01% 851