Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
1,781
+16
+0.9% +$2.44K 0.06% 193
2025
Q1
$259K Sell
1,765
-99
-5% -$14.5K 0.06% 190
2024
Q4
$241K Buy
1,864
+24
+1% +$3.1K 0.06% 197
2024
Q3
$251K Sell
1,840
-300
-14% -$41K 0.06% 192
2024
Q2
$219K Sell
2,140
-404
-16% -$41.3K 0.06% 192
2024
Q1
$226K Buy
2,544
+233
+10% +$20.7K 0.06% 196
2023
Q4
$211K Buy
+2,311
New +$211K 0.07% 185
2022
Q1
Sell
-1,417
Closed -$211K 184
2021
Q4
$211K Buy
1,417
+5
+0.4% +$743 0.09% 164
2021
Q3
$207K Buy
1,412
+3
+0.2% +$440 0.1% 156
2021
Q2
$234K Buy
1,409
+10
+0.7% +$1.66K 0.11% 141
2021
Q1
$225K Buy
1,399
+4
+0.3% +$645 0.13% 136
2020
Q4
$204K Buy
+1,395
New +$204K 0.14% 122