Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Buy
905
+85
+10% +$39.9K 0.03% 263
2025
Q1
$382K Sell
820
-95
-10% -$44.3K 0.05% 195
2024
Q4
$383K Buy
915
+29
+3% +$12.1K 0.03% 257
2024
Q3
$423K Buy
886
+12
+1% +$5.72K 0.04% 244
2024
Q2
$383K Buy
874
+4
+0.5% +$1.75K 0.04% 246
2024
Q1
$404K Sell
870
-22
-2% -$10.2K 0.04% 235
2023
Q4
$373K Buy
+892
New +$373K 0.04% 232