Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Buy
2,245
+145
+7% +$25.9K 0.05% 296
2025
Q1
$337K Sell
2,100
-10,121
-83% -$1.62M 0.05% 275
2024
Q4
$2.13M Buy
12,221
+757
+7% +$132K 0.32% 42
2024
Q3
$2.59M Buy
11,464
+8,022
+233% +$1.82M 0.38% 39
2024
Q2
$770K Buy
3,442
+833
+32% +$186K 0.12% 104
2024
Q1
$667K Buy
+2,609
New +$667K 0.12% 100