Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
440
+47
+12% +$37.4K 0.05% 301
2025
Q1
$320K Sell
393
-6
-2% -$4.89K 0.06% 271
2024
Q4
$376K Buy
399
+4
+1% +$3.77K 0.07% 239
2024
Q3
$351K Buy
395
+28
+8% +$24.9K 0.06% 259
2024
Q2
$278K Buy
367
+77
+27% +$58.3K 0.06% 252
2024
Q1
$239K Buy
290
+35
+14% +$28.9K 0.05% 264
2023
Q4
$205K Buy
+255
New +$205K 0.05% 269