Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Buy
1,268
+369
+41% +$101K 0.02% 295
2025
Q1
$314K Sell
899
-125
-12% -$43.7K 0.03% 286
2024
Q4
$467K Buy
1,024
+16
+2% +$7.29K 0.04% 222
2024
Q3
$441K Sell
1,008
-5
-0.5% -$2.19K 0.04% 224
2024
Q2
$423K Sell
1,013
-131
-11% -$54.7K 0.04% 233
2024
Q1
$669K Buy
1,144
+44
+4% +$25.7K 0.06% 175
2023
Q4
$482K Buy
+1,100
New +$482K 0.05% 198