Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Sell
3,198
-6,670
-68% -$907K 0.06% 133
2025
Q1
$1.31M Buy
9,868
+5,028
+104% +$667K 0.24% 75
2024
Q4
$547K Buy
4,840
+8
+0.2% +$904 0.1% 132
2024
Q3
$551K Buy
4,832
+2
+0% +$228 0.11% 117
2024
Q2
$502K Sell
4,830
-3,505
-42% -$364K ﹤0.01% 131
2024
Q1
$947K Buy
8,335
+789
+10% +$89.6K 0.15% 101
2023
Q4
$831K Buy
+7,546
New +$831K 0.17% 87