Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$806K Sell
16,084
-2,838
-15% -$142K 0.01% 476
2025
Q1
$1.27M Buy
18,922
+984
+5% +$66K 0.02% 408
2024
Q4
$1.35M Buy
17,938
+3,182
+22% +$240K 0.02% 402
2024
Q3
$1.2M Sell
14,756
-1,273
-8% -$103K 0.02% 412
2024
Q2
$1.1M Buy
16,029
+4,720
+42% +$324K 0.02% 459
2024
Q1
$697K Sell
11,309
-19
-0.2% -$1.17K 0.01% 529
2023
Q4
$556K Buy
11,328
+19
+0.2% +$933 0.01% 542
2023
Q3
$501K Buy
+11,309
New +$501K 0.01% 538