Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
2,410
+1,263
+110% +$171K 0.04% 590
2025
Q1
$147K Buy
+1,147
New +$147K 0.02% 982
2024
Q4
Sell
-1,057
Closed -$145K 1804
2024
Q3
$145K Buy
+1,057
New +$145K 0.02% 914
2023
Q1
Sell
-924
Closed -$95.1K 1735
2022
Q4
$95.1K Buy
924
+74
+9% +$7.62K 0.03% 797
2022
Q3
$74K Buy
850
+381
+81% +$33.2K 0.04% 817
2022
Q2
$37K Buy
469
+295
+170% +$23.3K 0.02% 1135
2022
Q1
$14K Sell
174
-197
-53% -$15.9K 0.01% 1553
2021
Q4
$36K Buy
+371
New +$36K 0.02% 1260