Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
5,618
+172
+3% +$6.81K 0.1% 203
2025
Q1
$211K Buy
+5,446
New +$211K 0.12% 188
2024
Q4
Sell
-5,435
Closed -$222K 219
2024
Q3
$222K Sell
5,435
-318
-6% -$13K 0.11% 196
2024
Q2
$221K Sell
5,753
-80
-1% -$3.08K 0.12% 149
2024
Q1
$250K Buy
+5,833
New +$250K 0.14% 140
2023
Q3
Sell
-16,461
Closed -$587K 160
2023
Q2
$587K Buy
+16,461
New +$587K 0.39% 76