Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Buy
2,122
+32
+2% +$8.94K 0.17% 85
2025
Q1
$651K Sell
2,090
-3,851
-65% -$1.2M 0.2% 82
2024
Q4
$1.55M Sell
5,941
-904
-13% -$236K 0.5% 55
2024
Q3
$2.21M Sell
6,845
-265
-4% -$85.4K 0.73% 45
2024
Q2
$2.22M Sell
7,110
-815
-10% -$255K 0.81% 40
2024
Q1
$2.25M Sell
7,925
-1,138
-13% -$324K 0.91% 38
2023
Q4
$2.61M Sell
9,063
-832
-8% -$240K 1.23% 28
2023
Q3
$2.66M Buy
9,895
+625
+7% +$168K 1.49% 15
2023
Q2
$2.06M Buy
9,270
+2,747
+42% +$610K 1.18% 19
2023
Q1
$1.58M Buy
+6,523
New +$1.58M 1.02% 19