Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$983K Sell
5,434
-220
-4% -$39.8K 0.06% 275
2025
Q1
$973K Buy
5,654
+384
+7% +$66.1K 0.07% 249
2024
Q4
$950K Buy
5,270
+442
+9% +$79.7K 0.08% 217
2024
Q3
$829K Buy
4,828
+2,367
+96% +$406K 0.08% 223
2024
Q2
$410K Buy
2,461
+1,265
+106% +$211K 0.06% 305
2024
Q1
$219K Buy
1,196
+268
+29% +$49K 0.04% 361
2023
Q4
$150K Buy
+928
New +$150K 0.04% 397