Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Sell
8,000
-4,628
-37% -$269K 0.02% 203
2025
Q1
$629K Sell
12,628
-340
-3% -$16.9K 0.03% 191
2024
Q4
$4.74B Sell
12,968
-2,882
-18% -$1.05B 28.25% 2
2024
Q3
$762K Sell
15,850
-5,087
-24% -$245K 0.03% 177
2024
Q2
$1.07M Sell
20,937
-219
-1% -$11.2K 0.05% 140
2024
Q1
$1.15M Buy
+21,156
New +$1.15M 0.05% 154