Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Sell
1,972
-1,459
-43% -$165K 0.01% 1023
2025
Q1
$318K Buy
3,431
+6
+0.2% +$556 0.01% 845
2024
Q4
$366K Buy
3,425
+2
+0.1% +$214 0.01% 801
2024
Q3
$353K Buy
3,423
+64
+2% +$6.61K 0.01% 734
2024
Q2
$296K Sell
3,359
-64
-2% -$5.64K 0.02% 626
2024
Q1
$336K Buy
3,423
+114
+3% +$11.2K 0.01% 683
2023
Q4
$306K Sell
3,309
-48
-1% -$4.44K 0.02% 494
2023
Q3
$279K Buy
+3,357
New +$279K 0.02% 457