Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Buy
10,247
+1,330
+15% +$39.2K 0.35% 78
2025
Q1
$272K Buy
8,917
+2,341
+36% +$71.4K 0.9% 25
2024
Q4
$248K Sell
6,576
-1,427
-18% -$53.9K 0.14% 184
2024
Q3
$309K Buy
8,003
+1,155
+17% +$44.6K 0.15% 181
2024
Q2
$272K Buy
+6,848
New +$272K 0.14% 230
2022
Q2
Sell
-2,530
Closed -$228K 324
2022
Q1
$228K Sell
2,530
-15,918
-86% -$1.43M 0.1% 323
2021
Q4
$1.1M Buy
+18,448
New +$1.1M 0.49% 25