Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$563K Buy
1,976
+91
+5% +$25.9K 0.04% 255
2025
Q1
$559K Hold
1,885
0.04% 246
2024
Q4
$519K Buy
1,885
+415
+28% +$114K 0.03% 248
2024
Q3
$426K Buy
1,470
+325
+28% +$94.1K 0.03% 261
2024
Q2
$300K Sell
1,145
-35
-3% -$9.17K 0.02% 277
2024
Q1
$306K Sell
1,180
-45
-4% -$11.7K 0.02% 273
2023
Q4
$275K Buy
1,225
+25
+2% +$5.61K 0.02% 271
2023
Q3
$255K Sell
1,200
-15
-1% -$3.18K 0.02% 268
2023
Q2
$230K Buy
+1,215
New +$230K 0.02% 274