Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Sell
4,183
-58
-1% -$7.5K 0.03% 453
2025
Q1
$507K Buy
4,241
+956
+29% +$114K 0.04% 411
2024
Q4
$381K Sell
3,285
-407
-11% -$47.2K 0.03% 454
2024
Q3
$499K Buy
3,692
+894
+32% +$121K 0.05% 335
2024
Q2
$379K Buy
2,798
+1,278
+84% +$173K 0.05% 331
2024
Q1
$196K Buy
1,520
+264
+21% +$34.1K 0.04% 392
2023
Q4
$141K Buy
+1,256
New +$141K 0.04% 415