Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Buy
7,017
+768
+12% +$58.2K 0.03% 460
2025
Q1
$469K Sell
6,249
-744
-11% -$55.8K 0.04% 449
2024
Q4
$535K Buy
6,993
+1,255
+22% +$96K 0.05% 345
2024
Q3
$448K Buy
5,738
+1,107
+24% +$86.4K 0.04% 362
2024
Q2
$331K Buy
4,631
+504
+12% +$36K 0.05% 361
2024
Q1
$335K Buy
4,127
+502
+14% +$40.8K 0.07% 269
2023
Q4
$293K Buy
+3,625
New +$293K 0.08% 232