Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$199K Sell
30,172
-15,493
-34% -$102K 0.1% 487
2025
Q1
$232K Sell
45,665
-29,972
-40% -$152K 0.11% 465
2024
Q4
$446K Buy
+75,637
New +$446K 0.19% 154
2024
Q3
Sell
-5,994
Closed -$43.5K 1181
2024
Q2
$43.5K Buy
5,994
+3,169
+112% +$23K 0.06% 579
2024
Q1
$23.1K Sell
2,825
-124
-4% -$1.01K 0.02% 1051
2023
Q4
$20.3K Buy
+2,949
New +$20.3K 0.02% 1047