Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$937K Sell
5,116
-575
-10% -$105K 0.08% 291
2025
Q1
$999K Buy
5,691
+5,686
+113,720% +$998K 0.09% 249
2024
Q4
$1.02K Sell
5
-5,199
-100% -$1.06M 0.09% 233
2024
Q3
$997K Buy
5,204
+149
+3% +$28.5K 0.08% 254
2024
Q2
$912K Buy
5,055
+1,167
+30% +$211K 0.08% 257
2024
Q1
$688K Buy
3,888
+383
+11% +$67.8K 0.06% 343
2023
Q4
$539K Buy
3,505
+507
+17% +$78K 0.05% 391
2023
Q3
$418K Buy
+2,998
New +$418K 0.05% 440