Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
1,263
+38
+3% +$12.6K 0.01% 375
2025
Q1
$403K Buy
1,225
+25
+2% +$8.23K 0.01% 379
2024
Q4
$331K Sell
1,200
-13
-1% -$3.59K 0.01% 424
2024
Q3
$420K Buy
1,213
+38
+3% +$13.2K 0.01% 377
2024
Q2
$389K Buy
1,175
+68
+6% +$22.5K 0.01% 381
2024
Q1
$402K Sell
1,107
-27
-2% -$9.81K 0.01% 389
2023
Q4
$340K Sell
1,134
-44
-4% -$13.2K 0.01% 392
2023
Q3
$337K Sell
1,178
-45
-4% -$12.9K 0.01% 383
2023
Q2
$343K Buy
1,223
+82
+7% +$23K 0.01% 405
2023
Q1
$292K Buy
+1,141
New +$292K 0.01% 441