Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Buy
2,191
+62
+3% +$13.5K 0.01% 420
2025
Q1
$290K Sell
2,129
-192
-8% -$26.1K ﹤0.01% 501
2024
Q4
$334K Buy
2,321
+142
+7% +$20.4K 0.01% 475
2024
Q3
$261K Sell
2,179
-146
-6% -$17.5K ﹤0.01% 522
2024
Q2
$253K Sell
2,325
-198
-8% -$21.5K ﹤0.01% 518
2024
Q1
$338K Sell
2,523
-91
-3% -$12.2K 0.01% 472
2023
Q4
$333K Sell
2,614
-186
-7% -$23.7K ﹤0.01% 476
2023
Q3
$355K Buy
2,800
+274
+11% +$34.8K 0.01% 453
2023
Q2
$273K Buy
2,526
+442
+21% +$47.7K ﹤0.01% 512
2023
Q1
$184K Sell
2,084
-7
-0.3% -$617 ﹤0.01% 584
2022
Q4
$143K Sell
2,091
-2
-0.1% -$137 ﹤0.01% 641
2022
Q3
$121K Sell
2,093
-23
-1% -$1.33K ﹤0.01% 688
2022
Q2
$108K Hold
2,116
﹤0.01% 739
2022
Q1
$130K Hold
2,116
﹤0.01% 727
2021
Q4
$149K Buy
+2,116
New +$149K ﹤0.01% 726