Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Sell
3,372
-243
-7% -$23.1K 0.02% 419
2025
Q1
$352K Sell
3,615
-259
-7% -$25.2K 0.02% 375
2024
Q4
$403K Sell
3,874
-34
-0.9% -$3.54K 0.02% 353
2024
Q3
$386K Buy
3,908
+115
+3% +$11.3K 0.02% 358
2024
Q2
$390K Buy
3,793
+236
+7% +$24.3K 0.03% 336
2024
Q1
$441K Buy
3,557
+99
+3% +$12.3K 0.03% 310
2023
Q4
$338K Buy
3,458
+860
+33% +$84K 0.03% 338
2023
Q3
$221K Buy
+2,598
New +$221K 0.02% 381