Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
15,969
-2,055
-11% -$50.3K 0.07% 178
2025
Q1
$499K Sell
18,024
-15,475
-46% -$428K 0.11% 110
2024
Q4
$1.09M Buy
33,499
+2,933
+10% +$95.7K 0.22% 52
2024
Q3
$1.1M Buy
30,566
+12,142
+66% +$436K 0.25% 46
2024
Q2
$645K Buy
18,424
+1,085
+6% +$38K 0.17% 80
2024
Q1
$524K Sell
17,339
-2,812
-14% -$85K 0.21% 69
2023
Q4
$606K Buy
20,151
+19,539
+3,193% +$588K 0.22% 61
2023
Q3
$15.7K Sell
612
-11,253
-95% -$289K ﹤0.01% 512
2023
Q2
$364K Buy
+11,865
New +$364K 0.13% 105