Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Buy
7,496
+1,066
+17% +$64.8K 0.03% 315
2025
Q1
$369K Sell
6,430
-203
-3% -$11.7K 0.03% 308
2024
Q4
$328K Sell
6,633
-945
-12% -$46.7K 0.03% 311
2024
Q3
$342K Sell
7,578
-82
-1% -$3.71K 0.03% 305
2024
Q2
$322K Buy
7,660
+642
+9% +$27K 0.03% 308
2024
Q1
$276K Buy
7,018
+1,382
+25% +$54.4K 0.03% 301
2023
Q4
$228K Sell
5,636
-256
-4% -$10.4K 0.03% 306
2023
Q3
$233K Sell
5,892
-41
-0.7% -$1.62K 0.03% 272
2023
Q2
$235K Sell
5,933
-634
-10% -$25.1K 0.03% 284
2023
Q1
$224K Sell
6,567
-270
-4% -$9.22K 0.03% 277
2022
Q4
$213K Buy
+6,837
New +$213K 0.03% 267