Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Buy
2,531
+342
+16% +$71.8K 0.01% 863
2025
Q1
$384K Sell
2,189
-296
-12% -$51.9K 0.01% 973
2024
Q4
$581K Sell
2,485
-69
-3% -$16.1K 0.01% 828
2024
Q3
$658K Buy
2,554
+263
+11% +$67.8K 0.01% 764
2024
Q2
$603K Buy
2,291
+1,493
+187% +$393K 0.01% 734
2024
Q1
$286K Sell
798
-251
-24% -$90K 0.01% 543
2023
Q4
$429K Sell
1,049
-27
-3% -$11K 0.01% 430
2023
Q3
$372K Buy
1,076
+36
+3% +$12.5K 0.01% 328
2023
Q2
$427K Buy
1,040
+35
+3% +$14.4K 0.01% 317
2023
Q1
$234K Buy
+1,005
New +$234K 0.01% 430