Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Buy
3,607
+2
+0.1% +$190 0.08% 118
2025
Q1
$318K Buy
3,605
+3
+0.1% +$265 0.08% 120
2024
Q4
$341K Sell
3,602
-4,178
-54% -$396K 0.09% 118
2024
Q3
$849K Buy
7,780
+2,130
+38% +$232K 0.22% 71
2024
Q2
$645K Buy
5,650
+924
+20% +$106K 0.18% 82
2024
Q1
$685K Buy
4,726
+1,372
+41% +$199K 0.2% 79
2023
Q4
$474K Buy
+3,354
New +$474K 0.16% 90