Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$588K Sell
925
-182
-16% -$116K 0.01% 706
2025
Q1
$454K Buy
1,107
+198
+22% +$81.2K 0.01% 754
2024
Q4
$464K Buy
909
+112
+14% +$57.2K 0.01% 722
2024
Q3
$355K Buy
797
+95
+14% +$42.4K 0.01% 825
2024
Q2
$255K Sell
702
-111
-14% -$40.3K 0.01% 954
2024
Q1
$285K Buy
+813
New +$285K 0.01% 888
2023
Q3
Sell
-1,350
Closed -$249K 993
2023
Q2
$249K Buy
1,350
+59
+5% +$10.9K 0.01% 871
2023
Q1
$210K Buy
+1,291
New +$210K 0.01% 911