Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$879K Buy
3,150
+4
+0.1% +$1.12K 0.4% 58
2025
Q1
$980K Sell
3,146
-19
-0.6% -$5.92K 0.48% 49
2024
Q4
$825K Buy
3,165
+1
+0% +$261 0.4% 56
2024
Q3
$1.02M Hold
3,164
0.53% 43
2024
Q2
$989K Hold
3,164
0.57% 40
2024
Q1
$900K Sell
3,164
-1,737
-35% -$494K 0.59% 42
2023
Q4
$1.41M Buy
+4,901
New +$1.41M 1% 25