Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$159K Buy
15,873
+233
+1% +$2.34K 0.04% 86
2024
Q4
$155K Buy
15,640
+801
+5% +$7.93K 0.04% 89
2024
Q3
$157K Sell
14,839
-401
-3% -$4.24K 0.04% 92
2024
Q2
$191K Buy
15,240
+179
+1% +$2.25K 0.05% 91
2024
Q1
$200K Buy
15,061
+168
+1% +$2.23K 0.05% 79
2023
Q4
$182K Buy
14,893
+196
+1% +$2.39K 0.06% 80
2023
Q3
$183K Buy
14,697
+772
+6% +$9.59K 0.07% 76
2023
Q2
$211K Buy
13,925
+166
+1% +$2.51K 0.08% 71
2023
Q1
$173K Buy
13,759
+164
+1% +$2.07K 0.07% 70
2022
Q4
$158K Buy
13,595
+145
+1% +$1.69K 0.07% 70
2022
Q3
$151K Buy
+13,450
New +$151K 0.08% 69
2022
Q2
Sell
-13,224
Closed -$224K 73
2022
Q1
$224K Buy
13,224
+74
+0.6% +$1.25K 0.13% 65
2021
Q4
$273K Buy
+13,150
New +$273K 0.15% 60