Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Buy
1,808
+46
+3% +$14.6K 0.4% 40
2025
Q1
$457K Buy
1,762
+253
+17% +$65.6K 0.36% 42
2024
Q4
$609K Buy
1,509
+48
+3% +$19.4K 0.44% 38
2024
Q3
$382K Sell
1,461
-25
-2% -$6.54K 0.27% 48
2024
Q2
$294K Buy
1,486
+60
+4% +$11.9K 0.23% 52
2024
Q1
$251K Buy
1,426
+24
+2% +$4.22K 0.21% 64
2023
Q4
$348K Buy
+1,402
New +$348K 0.32% 47