Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Sell
6,215
-174
-3% -$17K 0.06% 96
2025
Q1
$561K Buy
6,389
+125
+2% +$11K 0.06% 104
2024
Q4
$566K Buy
6,264
+288
+5% +$26K 0.07% 53
2024
Q3
$483K Sell
5,976
-1,204
-17% -$97.2K 0.06% 70
2024
Q2
$486K Sell
7,180
-548
-7% -$37.1K 0.07% 56
2024
Q1
$465K Buy
7,728
+1,566
+25% +$94.2K 0.1% 66
2023
Q4
$324K Buy
+6,162
New +$324K 0.18% 104