Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
891
+2
+0.2% +$636 0.08% 87
2025
Q1
$230K Sell
889
-910
-51% -$236K 0.1% 88
2024
Q4
$726K Buy
1,799
+237
+15% +$95.7K 0.34% 33
2024
Q3
$409K Buy
1,562
+426
+38% +$111K 0.21% 41
2024
Q2
$225K Buy
1,136
+29
+3% +$5.74K 0.14% 68
2024
Q1
$195K Sell
1,107
-1
-0.1% -$176 0.14% 51
2023
Q4
$275K Buy
1,108
+179
+19% +$44.5K 0.25% 35
2023
Q3
$245K Buy
929
+142
+18% +$37.4K 0.15% 52
2023
Q2
$184K Buy
+787
New +$184K 0.12% 60