Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734K Sell
10,420
-165
-2% -$11.6K 0.07% 154
2025
Q1
$776K Sell
10,585
-96
-0.9% -$7.04K 0.08% 143
2024
Q4
$669K Buy
10,681
+370
+4% +$23.2K 0.07% 148
2024
Q3
$680K Buy
10,311
+388
+4% +$25.6K 0.07% 157
2024
Q2
$716K Buy
9,923
+169
+2% +$12.2K 0.06% 151
2024
Q1
$654K Buy
9,754
+241
+3% +$16.2K 0.06% 146
2023
Q4
$626K Buy
+9,513
New +$626K 0.06% 153