Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$707K Sell
3,961
-556
-12% -$99.3K 0.01% 467
2025
Q1
$724K Buy
4,517
+802
+22% +$129K 0.01% 462
2024
Q4
$647K Sell
3,715
-159
-4% -$27.7K 0.01% 442
2024
Q3
$877K Buy
3,874
+2,027
+110% +$459K 0.01% 386
2024
Q2
$413K Buy
1,847
+255
+16% +$57.1K 0.01% 482
2024
Q1
$407K Buy
1,592
+350
+28% +$89.5K 0.01% 493
2023
Q4
$282K Sell
1,242
-46
-4% -$10.5K ﹤0.01% 552
2023
Q3
$260K Buy
+1,288
New +$260K ﹤0.01% 554