Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.61K Sell
51
-4,069
-99% -$527K ﹤0.01% 507
2025
Q1
$496K Sell
4,120
-65
-2% -$7.82K 0.06% 120
2024
Q4
$488K Sell
4,185
-252
-6% -$29.4K 0.06% 128
2024
Q3
$878K Sell
4,437
-364
-8% -$72K 0.13% 92
2024
Q2
$759K Buy
4,801
+364
+8% +$57.5K 0.1% 97
2024
Q1
$878K Sell
4,437
-82
-2% -$16.2K 0.13% 93
2023
Q4
$786K Sell
4,519
-27
-0.6% -$4.7K 0.13% 97
2023
Q3
$711K Sell
4,546
-24
-0.5% -$3.75K 0.13% 104
2023
Q2
$749K Buy
+4,570
New +$749K 0.13% 98