Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
14,734
+10,151
+221% +$71.4K 0.02% 538
2025
Q1
$35.6K Buy
4,583
+412
+10% +$3.2K 0.01% 921
2024
Q4
$34.3K Buy
+4,171
New +$34.3K ﹤0.01% 936
2024
Q3
Sell
-1,382
Closed -$11.9K 2075
2024
Q2
$11.9K Buy
+1,382
New +$11.9K ﹤0.01% 1245
2024
Q1
Sell
-323
Closed -$4.76K 1881
2023
Q4
$4.76K Sell
323
-1,182
-79% -$17.4K ﹤0.01% 1216
2023
Q3
$14.3K Buy
+1,505
New +$14.3K ﹤0.01% 754
2023
Q2
Sell
-889
Closed -$7.85K 1342
2023
Q1
$7.85K Sell
889
-2,074
-70% -$18.3K ﹤0.01% 813
2022
Q4
$31.3K Buy
+2,963
New +$31.3K 0.01% 148