Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
3,724
+826
+29% +$129K 0.02% 389
2025
Q1
$394K Sell
2,898
-53
-2% -$7.21K 0.02% 442
2024
Q4
$387K Buy
2,951
+477
+19% +$62.6K 0.02% 461
2024
Q3
$334K Buy
2,474
+404
+20% +$54.5K 0.02% 483
2024
Q2
$215K Buy
+2,070
New +$215K 0.01% 593
2023
Q1
Sell
-3,480
Closed -$369K 480
2022
Q4
$369K Buy
+3,480
New +$369K 0.06% 287
2022
Q2
Sell
-1,826
Closed -$228K 367
2022
Q1
$228K Buy
1,826
+171
+10% +$21.4K 0.05% 288
2021
Q4
$250K Buy
+1,655
New +$250K 0.08% 202