Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Buy
15,414
+2,119
+16% +$19.5K 0.01% 409
2025
Q1
$129K Buy
13,295
+2,539
+24% +$24.6K 0.01% 388
2024
Q4
$101K Sell
10,756
-7
-0.1% -$66 0.01% 365
2024
Q3
$122K Sell
10,763
-723
-6% -$8.19K 0.01% 332
2024
Q2
$112K Buy
11,486
+266
+2% +$2.6K 0.01% 335
2024
Q1
$107K Buy
11,220
+670
+6% +$6.37K 0.01% 311
2023
Q4
$102K Buy
+10,550
New +$102K 0.01% 331