Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
19,432
+45
+0.2% +$1.01K 0.32% 70
2025
Q1
$440K Sell
19,387
-225
-1% -$5.11K 0.35% 68
2024
Q4
$393K Sell
19,612
-260
-1% -$5.21K 0.3% 71
2024
Q3
$466K Buy
19,872
+965
+5% +$22.6K 0.36% 67
2024
Q2
$586K Buy
18,907
+799
+4% +$24.7K 0.51% 61
2024
Q1
$800K Buy
18,108
+109
+0.6% +$4.82K 0.65% 57
2023
Q4
$904K Sell
17,999
-1,533
-8% -$77K 0.83% 51
2023
Q3
$694K Sell
19,532
-757
-4% -$26.9K 0.69% 53
2023
Q2
$678K Buy
20,289
+538
+3% +$18K 0.64% 57
2023
Q1
$645K Buy
19,751
+2,014
+11% +$65.8K 0.64% 57
2022
Q4
$469K Buy
+17,737
New +$469K 0.46% 66