Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$584K Buy
1,646
+219
+15% +$77.7K 0.27% 63
2025
Q1
$500K Sell
1,427
-304
-18% -$107K 0.3% 51
2024
Q4
$547K Buy
1,731
+133
+8% +$42K 0.35% 40
2024
Q3
$439K Sell
1,598
-88
-5% -$24.2K 0.29% 57
2024
Q2
$443K Buy
1,686
+82
+5% +$21.5K 0.31% 49
2024
Q1
$448K Buy
1,604
+25
+2% +$6.98K 0.33% 50
2023
Q4
$411K Buy
+1,579
New +$411K 0.35% 47