Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
9,862
+2,001
+25% +$53K 0.01% 824
2025
Q1
$274K Buy
7,861
+1,272
+19% +$44.4K 0.01% 740
2024
Q4
$264K Buy
6,589
+855
+15% +$34.3K 0.01% 684
2024
Q3
$313K Sell
5,734
-260
-4% -$14.2K 0.01% 618
2024
Q2
$318K Sell
5,994
-4,647
-44% -$247K 0.01% 582
2024
Q1
$616K Buy
10,641
+2,645
+33% +$153K 0.02% 459
2023
Q4
$438K Buy
7,996
+82
+1% +$4.5K 0.02% 468
2023
Q3
$408K Buy
7,914
+1,444
+22% +$74.4K 0.02% 440
2023
Q2
$345K Sell
6,470
-249
-4% -$13.3K 0.02% 494
2023
Q1
$368K Buy
6,719
+349
+5% +$19.1K 0.02% 470
2022
Q4
$382K Sell
6,370
-975
-13% -$58.5K 0.02% 466
2022
Q3
$365K Buy
7,345
+700
+11% +$34.8K 0.02% 443
2022
Q2
$342K Sell
6,645
-1,185
-15% -$61K 0.02% 437
2022
Q1
$499K Buy
+7,830
New +$499K 0.03% 321