Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Buy
1,617
+507
+46% +$48.4K ﹤0.01% 668
2025
Q1
$88.1K Buy
1,110
+404
+57% +$32.1K ﹤0.01% 819
2024
Q4
$94.3K Sell
706
-953
-57% -$127K ﹤0.01% 711
2024
Q3
$216K Buy
1,659
+318
+24% +$41.5K ﹤0.01% 558
2024
Q2
$140K Buy
1,341
+53
+4% +$5.53K ﹤0.01% 624
2024
Q1
$172K Buy
1,288
+50
+4% +$6.68K ﹤0.01% 602
2023
Q4
$168K Sell
1,238
-25
-2% -$3.39K ﹤0.01% 618
2023
Q3
$169K Sell
1,263
-27
-2% -$3.61K ﹤0.01% 599
2023
Q2
$235K Sell
1,290
-5
-0.4% -$912 ﹤0.01% 548
2023
Q1
$293K Sell
1,295
-22
-2% -$4.98K ﹤0.01% 494
2022
Q4
$259K Sell
1,317
-261
-17% -$51.3K ﹤0.01% 526
2022
Q3
$293K Sell
1,578
-310
-16% -$57.6K ﹤0.01% 515
2022
Q2
$338K Sell
1,888
-230
-11% -$41.2K 0.01% 528
2022
Q1
$720K Buy
2,118
+17
+0.8% +$5.78K 0.01% 432
2021
Q4
$777K Buy
+2,101
New +$777K 0.01% 417