Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Buy
2,028
+470
+30% +$103K 0.52% 23
2025
Q1
$212K Sell
1,558
-535
-26% -$72.8K 0.7% 56
2024
Q4
$301K Sell
2,093
-3,003
-59% -$432K 0.17% 99
2024
Q3
$611K Buy
5,096
+3,252
+176% +$390K 0.3% 29
2024
Q2
$201K Buy
+1,844
New +$201K 0.11% 377
2023
Q1
Sell
-4,788
Closed -$327K 353
2022
Q4
$327K Buy
+4,788
New +$327K 0.27% 112
2022
Q2
Sell
-5,123
Closed -$316K 425
2022
Q1
$316K Buy
+5,123
New +$316K 0.14% 224