Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Buy
3,544
+20
+0.6% +$2.72K 0.16% 69
2025
Q1
$467K Sell
3,524
-104
-3% -$13.8K 0.18% 65
2024
Q4
$410K Buy
3,628
+44
+1% +$4.98K 0.16% 66
2024
Q3
$409K Sell
3,584
-222
-6% -$25.3K 0.15% 64
2024
Q2
$395K Buy
3,806
+7
+0.2% +$727 0.16% 64
2024
Q1
$432K Buy
3,799
+59
+2% +$6.71K 0.17% 56
2023
Q4
$412K Sell
3,740
-569
-13% -$62.6K 0.18% 52
2023
Q3
$417K Sell
4,309
-167
-4% -$16.2K 0.2% 52
2023
Q2
$488K Buy
4,476
+291
+7% +$31.7K 0.22% 47
2023
Q1
$424K Hold
4,185
0.23% 46
2022
Q4
$459K Hold
4,185
0.29% 42
2022
Q3
$405K Sell
4,185
-10
-0.2% -$968 0.31% 38
2022
Q2
$456K Buy
4,195
+10
+0.2% +$1.09K 0.35% 32
2022
Q1
$495K Hold
4,185
0.63% 26
2021
Q4
$589K Buy
+4,185
New +$589K 0.58% 18