Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
5,527
-6,690
-55% -$363K 0.02% 678
2025
Q1
$709K Buy
12,217
+12,207
+122,070% +$708K 0.06% 332
2024
Q4
$758 Sell
10
-4,397
-100% -$333K 0.07% 313
2024
Q3
$293K Buy
4,407
+577
+15% +$38.4K 0.02% 658
2024
Q2
$283K Sell
3,830
-55
-1% -$4.06K 0.03% 635
2024
Q1
$387K Sell
3,885
-916
-19% -$91.2K 0.04% 519
2023
Q4
$397K Sell
4,801
-390
-8% -$32.3K 0.04% 489
2023
Q3
$319K Buy
+5,191
New +$319K 0.04% 526