Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$166K Buy
4,689
+20
+0.4% +$707 0.02% 1042
2025
Q1
$163K Buy
4,669
+649
+16% +$22.7K 0.02% 924
2024
Q4
$214K Buy
4,020
+1,379
+52% +$73.6K 0.03% 785
2024
Q3
$102K Sell
2,641
-1,734
-40% -$66.8K 0.01% 1120
2024
Q2
$158K Buy
4,375
+2,870
+191% +$103K 0.03% 749
2024
Q1
$47.8K Buy
1,505
+134
+10% +$4.26K 0.01% 1308
2023
Q4
$36.9K Buy
+1,371
New +$36.9K 0.01% 1439
2023
Q3
Sell
-3,978
Closed -$77.6K 1829
2023
Q2
$77.6K Sell
3,978
-2,195
-36% -$42.8K 0.02% 963
2023
Q1
$128K Buy
6,173
+2,778
+82% +$57.5K 0.04% 624
2022
Q4
$49.3K Buy
+3,395
New +$49.3K 0.02% 1078
2022
Q3
Sell
-8,100
Closed -$92K 1961
2022
Q2
$92K Buy
8,100
+495
+7% +$5.62K 0.06% 558
2022
Q1
$117K Buy
7,605
+4,290
+129% +$66K 0.06% 490
2021
Q4
$53K Buy
+3,315
New +$53K 0.02% 1069