Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
1,025
+84
+9% +$26.7K 0.17% 80
2025
Q1
$260K Sell
941
-2
-0.2% -$552 0.15% 82
2024
Q4
$411K Sell
943
-162
-15% -$70.7K 0.28% 65
2024
Q3
$242K Buy
+1,105
New +$242K 0.16% 79
2024
Q2
Sell
-1,421
Closed -$250K 91
2024
Q1
$250K Sell
1,421
-4
-0.3% -$703 0.17% 77
2023
Q4
$354K Buy
+1,425
New +$354K 0.29% 64