Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
4,822
+4,593
+2,006% +$351K 0.04% 765
2025
Q1
$16K Sell
229
-4,710
-95% -$329K ﹤0.01% 1738
2024
Q4
$302K Sell
4,939
-2,398
-33% -$147K 0.04% 700
2024
Q3
$435K Buy
7,337
+3,806
+108% +$226K 0.04% 716
2024
Q2
$201K Buy
3,531
+1,162
+49% +$66.1K 0.03% 747
2024
Q1
$146K Buy
2,369
+537
+29% +$33.1K 0.03% 743
2023
Q4
$87.4K Buy
+1,832
New +$87.4K 0.02% 789