Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Buy
14,226
+15
+0.1% +$364 0.1% 129
2025
Q1
$360K Sell
14,211
-838
-6% -$21.2K 0.11% 116
2024
Q4
$399K Buy
15,049
+201
+1% +$5.33K 0.13% 108
2024
Q3
$430K Sell
14,848
-28
-0.2% -$810 0.14% 100
2024
Q2
$416K Sell
14,876
-678
-4% -$19K 0.15% 97
2024
Q1
$432K Buy
15,554
+466
+3% +$12.9K 0.17% 95
2023
Q4
$434K Sell
15,088
-53,720
-78% -$1.55M 0.21% 92
2023
Q3
$2.28M Buy
68,808
+10,230
+17% +$339K 1.28% 23
2023
Q2
$2.15M Buy
58,578
+20,360
+53% +$747K 1.24% 17
2023
Q1
$1.56M Buy
+38,218
New +$1.56M 1% 21