Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$746K Sell
3,399
-549
-14% -$120K 0.61% 58
2025
Q1
$751K Buy
3,948
+438
+12% +$83.3K 0.6% 53
2024
Q4
$770K Buy
3,510
+1,205
+52% +$264K 0.94% 31
2024
Q3
$438K Sell
2,305
-389
-14% -$73.9K 0.44% 71
2024
Q2
$504K Sell
2,694
-462
-15% -$86.4K 0.53% 61
2024
Q1
$569K Buy
3,156
+40
+1% +$7.22K 0.61% 51
2023
Q4
$473K Buy
+3,116
New +$473K 0.59% 51