Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$516K Buy
2,351
+359
+18% +$78.8K 0.13% 54
2025
Q1
$379K Buy
1,992
+188
+10% +$35.8K 0.12% 49
2024
Q4
$396K Hold
1,804
0.13% 48
2024
Q3
$336K Sell
1,804
-520
-22% -$96.9K 0.12% 49
2024
Q2
$449K Sell
2,324
-59
-2% -$11.4K 0.18% 41
2024
Q1
$430K Buy
2,383
+444
+23% +$80.1K 0.18% 41
2023
Q4
$295K Buy
+1,939
New +$295K 0.14% 43