Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
8,094
-615
-7% -$29.7K 0.02% 231
2025
Q1
$483K Buy
8,709
+649
+8% +$36K 0.02% 196
2024
Q4
$389K Buy
8,060
+665
+9% +$32.1K 0.02% 235
2024
Q3
$426K Hold
7,395
0.02% 215
2024
Q2
$359K Sell
7,395
-805
-10% -$39.1K 0.02% 223
2024
Q1
$399K Sell
8,200
-475
-5% -$23.1K 0.02% 214
2023
Q4
$431K Sell
8,675
-35
-0.4% -$1.74K 0.02% 202
2023
Q3
$467K Sell
8,710
-105
-1% -$5.63K 0.03% 190
2023
Q2
$475K Buy
+8,815
New +$475K 0.03% 189