Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Sell
6,713
-125
-2% -$9.9K 0.33% 75
2025
Q1
$614K Sell
6,838
-550
-7% -$49.4K 0.43% 69
2024
Q4
$735K Sell
7,388
-78
-1% -$7.76K 0.49% 60
2024
Q3
$848K Buy
7,466
+82
+1% +$9.31K 0.56% 57
2024
Q2
$914K Hold
7,384
0.65% 51
2024
Q1
$974K Sell
7,384
-305
-4% -$40.2K 0.71% 46
2023
Q4
$838K Buy
7,689
+151
+2% +$16.5K 0.69% 51
2023
Q3
$776K Buy
+7,538
New +$776K 0.75% 44