Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
13,649
-3,273
-19% -$80.1K 0.04% 247
2025
Q1
$469K Sell
16,922
-1,745
-9% -$48.3K 0.06% 179
2024
Q4
$609K Sell
18,667
-5,217
-22% -$170K 0.07% 161
2024
Q3
$857K Buy
23,884
+278
+1% +$9.97K 0.11% 128
2024
Q2
$827K Buy
23,606
+6,342
+37% +$222K 0.12% 109
2024
Q1
$522K Buy
17,264
+4,782
+38% +$145K 0.09% 165
2023
Q4
$376K Buy
+12,482
New +$376K 0.07% 179