Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
3,951
+650
+20% +$51.5K 0.28% 92
2025
Q1
$296K Sell
3,301
-474
-13% -$42.5K 0.29% 91
2024
Q4
$376K Sell
3,775
-712
-16% -$70.8K 0.25% 87
2024
Q3
$442K Buy
4,487
+4,292
+2,201% +$423K 0.28% 82
2024
Q2
$24.1K Sell
195
-3,863
-95% -$477K 0.02% 328
2024
Q1
$535K Buy
4,058
+80
+2% +$10.6K 0.4% 56
2023
Q4
$437K Buy
+3,978
New +$437K 0.36% 63