Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
4,573
+359
+9% +$20.9K ﹤0.01% 531
2025
Q1
$225K Sell
4,214
-1,873
-31% -$100K ﹤0.01% 551
2024
Q4
$281K Buy
6,087
+1,026
+20% +$47.3K ﹤0.01% 504
2024
Q3
$185K Sell
5,061
-1,193
-19% -$43.7K ﹤0.01% 589
2024
Q2
$231K Buy
6,254
+1,076
+21% +$39.8K ﹤0.01% 532
2024
Q1
$192K Sell
5,178
-181
-3% -$6.71K ﹤0.01% 582
2023
Q4
$207K Buy
5,359
+97
+2% +$3.75K ﹤0.01% 573
2023
Q3
$214K Hold
5,262
﹤0.01% 555
2023
Q2
$216K Hold
5,262
﹤0.01% 569
2023
Q1
$168K Hold
5,262
﹤0.01% 599
2022
Q4
$178K Hold
5,262
﹤0.01% 604
2022
Q3
$214K Sell
5,262
-65
-1% -$2.64K ﹤0.01% 590
2022
Q2
$183K Hold
5,327
﹤0.01% 640
2022
Q1
$183K Hold
5,327
﹤0.01% 663
2021
Q4
$116K Buy
+5,327
New +$116K ﹤0.01% 776