Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$874K Buy
3,983
+675
+20% +$148K 0.45% 44
2025
Q1
$624K Sell
3,308
-42
-1% -$7.93K 0.36% 55
2024
Q4
$762K Hold
3,350
0.52% 47
2024
Q3
$628K Buy
3,350
+3
+0.1% +$563 0.4% 51
2024
Q2
$647K Hold
3,347
0.46% 49
2024
Q1
$604K Buy
3,347
+437
+15% +$78.8K 0.42% 53
2023
Q4
$442K Buy
+2,910
New +$442K 0.37% 56