Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
2,141
-63
-3% -$8.16K 0.03% 320
2025
Q1
$265K Sell
2,204
-42
-2% -$5.05K 0.03% 300
2024
Q4
$262K Sell
2,246
-239
-10% -$27.9K 0.03% 284
2024
Q3
$374K Sell
2,485
-4,271
-63% -$642K 0.04% 219
2024
Q2
$1.07M Sell
6,756
-1,244
-16% -$197K 0.09% 122
2024
Q1
$1.58M Buy
8,000
+2,227
+39% +$441K 0.14% 81
2023
Q4
$1M Buy
5,773
+2,789
+93% +$485K 0.1% 107
2023
Q3
$467K Buy
2,984
+368
+14% +$57.5K 0.05% 144
2023
Q2
$429K Buy
+2,616
New +$429K 0.05% 158