Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Buy
5,029
+40
+0.8% +$1.2K 0.01% 663
2025
Q1
$169K Sell
4,989
-70
-1% -$2.37K 0.02% 603
2024
Q4
$147K Buy
5,059
+290
+6% +$8.44K 0.01% 605
2024
Q3
$150K Buy
4,769
+734
+18% +$23.1K 0.02% 512
2024
Q2
$146K Sell
4,035
-337
-8% -$12.2K 0.02% 411
2024
Q1
$165K Sell
4,372
-712
-14% -$26.8K 0.03% 400
2023
Q4
$180K Sell
5,084
-410
-7% -$14.5K 0.02% 470
2023
Q3
$213K Sell
5,494
-1,245
-18% -$48.2K 0.05% 280
2023
Q2
$238K Buy
6,739
+4
+0.1% +$141 0.04% 388
2023
Q1
$256K Buy
6,735
+250
+4% +$9.5K 0.04% 312
2022
Q4
$227K Buy
6,485
+991
+18% +$34.7K 0.04% 265
2022
Q3
$213K Buy
+5,494
New +$213K 0.05% 280