Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
10,065
-744
-7% -$18.2K 0.01% 497
2025
Q1
$299K Sell
10,809
-658
-6% -$18.2K 0.01% 450
2024
Q4
$374K Buy
11,467
+306
+3% +$9.99K 0.01% 397
2024
Q3
$400K Sell
11,161
-757
-6% -$27.2K 0.01% 394
2024
Q2
$417K Buy
11,918
+753
+7% +$26.4K 0.01% 363
2024
Q1
$337K Sell
11,165
-929
-8% -$28.1K 0.01% 419
2023
Q4
$364K Buy
12,094
+641
+6% +$19.3K 0.01% 375
2023
Q3
$294K Sell
11,453
-61
-0.5% -$1.57K 0.01% 422
2023
Q2
$354K Buy
11,514
+2,733
+31% +$83.9K 0.01% 398
2023
Q1
$258K Sell
8,781
-7,363
-46% -$216K 0.01% 468
2022
Q4
$434K Buy
+16,144
New +$434K 0.01% 439