Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Sell
2,353
-316
-12% -$43.8K 0.02% 407
2025
Q1
$426K Buy
2,669
+301
+13% +$48.1K 0.03% 333
2024
Q4
$315K Buy
2,368
+420
+22% +$55.9K 0.02% 393
2024
Q3
$265K Sell
1,948
-520
-21% -$70.6K 0.02% 426
2024
Q2
$364K Buy
2,468
+313
+15% +$46.2K 0.03% 345
2024
Q1
$329K Buy
2,155
+47
+2% +$7.17K 0.02% 356
2023
Q4
$304K Sell
2,108
-133
-6% -$19.2K 0.02% 349
2023
Q3
$343K Buy
2,241
+476
+27% +$72.8K 0.03% 302
2023
Q2
$240K Buy
+1,765
New +$240K 0.02% 343