Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$586K Sell
2,442
-45
-2% -$10.8K 0.04% 142
2025
Q1
$581K Buy
2,487
+971
+64% +$227K 0.04% 135
2024
Q4
$391K Buy
1,516
+66
+5% +$17K 0.03% 177
2024
Q3
$354K Hold
1,450
0.02% 169
2024
Q2
$324K Hold
1,450
0.03% 147
2024
Q1
$395K Sell
1,450
-150
-9% -$40.9K 0.03% 138
2023
Q4
$442K Sell
1,600
-218
-12% -$60.2K 0.03% 124
2023
Q3
$391K Buy
+1,818
New +$391K 0.04% 119