Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
36,431
+9,847
+37% +$103K 0.04% 716
2025
Q1
$344K Buy
26,584
+1,233
+5% +$15.9K 0.04% 551
2024
Q4
$400K Buy
25,351
+2,138
+9% +$33.8K 0.04% 613
2024
Q3
$413K Buy
23,213
+7,173
+45% +$128K 0.04% 478
2024
Q2
$352K Buy
16,040
+738
+5% +$16.2K 0.04% 558
2024
Q1
$360K Sell
15,302
-12,841
-46% -$302K 0.04% 490
2023
Q4
$780K Buy
28,143
+13,688
+95% +$380K 0.09% 252
2023
Q3
$308K Buy
+14,455
New +$308K 0.04% 507