Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Sell
9,354
-401
-4% -$15.4K 0.14% 134
2025
Q1
$378K Buy
9,755
+1,012
+12% +$39.2K 0.17% 130
2024
Q4
$296K Buy
8,743
+990
+13% +$33.5K 0.14% 136
2024
Q3
$317K Sell
7,753
-717
-8% -$29.3K 0.15% 135
2024
Q2
$326K Buy
8,470
+405
+5% +$15.6K 0.17% 134
2024
Q1
$346K Sell
8,065
-462
-5% -$19.8K 0.19% 131
2023
Q4
$316K Sell
8,527
-179
-2% -$6.63K 0.2% 131
2023
Q3
$315K Buy
8,706
+201
+2% +$7.27K 0.23% 122
2023
Q2
$303K Buy
8,505
+369
+5% +$13.2K 0.24% 114
2023
Q1
$289K Buy
8,136
+674
+9% +$24K 0.26% 113
2022
Q4
$262K Buy
+7,462
New +$262K 0.27% 114