Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
34,110
+2,384
+8% +$19.3K 0.01% 1044
2025
Q1
$225K Sell
31,726
-79,740
-72% -$566K 0.01% 1062
2024
Q4
$1.04M Sell
111,466
-49,634
-31% -$464K 0.02% 775
2024
Q3
$2.1M Buy
161,100
+68,320
+74% +$892K 0.06% 534
2024
Q2
$1.41M Buy
92,780
+45,610
+97% +$695K 0.05% 575
2024
Q1
$617K Buy
47,170
+14,570
+45% +$191K 0.02% 726
2023
Q4
$432K Buy
+32,600
New +$432K 0.02% 861
2022
Q3
Sell
-12,230
Closed -$110K 1269
2022
Q2
$110K Buy
+12,230
New +$110K 0.01% 1104