Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
1,447
-88
-6% -$12.5K 0.01% 899
2025
Q1
$235K Sell
1,535
-52
-3% -$7.95K 0.02% 695
2024
Q4
$237K Buy
1,587
+272
+21% +$40.7K 0.02% 620
2024
Q3
$216K Buy
1,315
+240
+22% +$39.3K 0.02% 589
2024
Q2
$149K Buy
1,075
+418
+64% +$57.9K 0.02% 599
2024
Q1
$90.7K Buy
657
+104
+19% +$14.4K 0.02% 693
2023
Q4
$59.8K Buy
+553
New +$59.8K 0.02% 798