Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-368
Closed -$244K 13
2025
Q1
$244K Buy
368
+20
+6% +$13.3K 0.06% 148
2024
Q4
$241K Buy
348
+29
+9% +$20.1K 0.06% 155
2024
Q3
$265K Sell
319
-42
-12% -$34.9K 0.06% 158
2024
Q2
$370K Buy
361
+3
+0.8% +$3.08K 0.09% 121
2024
Q1
$348K Buy
358
+15
+4% +$14.6K 0.09% 124
2023
Q4
$260K Sell
343
-50
-13% -$37.9K 0.07% 149
2023
Q3
$231K Sell
393
-21
-5% -$12.4K 0.07% 164
2023
Q2
$300K Buy
414
+80
+24% +$58.1K 0.09% 145
2023
Q1
$227K Buy
+334
New +$227K 0.07% 178