Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Sell
8,057
-1,902
-19% -$135K 0.16% 128
2025
Q1
$632K Sell
9,959
-1,471
-13% -$93.4K 0.22% 101
2024
Q4
$1.01M Hold
11,430
0.33% 70
2024
Q3
$1.01M Buy
11,430
+133
+1% +$11.8K 0.33% 71
2024
Q2
$851K Hold
11,297
0.29% 81
2024
Q1
$1.06M Buy
11,297
+515
+5% +$48.4K 0.39% 60
2023
Q4
$1.17M Buy
10,782
+191
+2% +$20.7K 0.49% 48
2023
Q3
$1.01M Buy
10,591
+160
+2% +$15.3K 0.48% 55
2023
Q2
$1.15M Buy
10,431
+291
+3% +$32.1K 0.55% 48
2023
Q1
$1.24M Buy
10,140
+178
+2% +$21.8K 0.64% 37
2022
Q4
$1.17M Buy
+9,962
New +$1.17M 0.68% 37