Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
1,089
+13
+1% +$3.63K 0.11% 131
2025
Q1
$335K Buy
1,076
+40
+4% +$12.5K 0.15% 112
2024
Q4
$270K Sell
1,036
-64
-6% -$16.7K 0.18% 128
2024
Q3
$354K Buy
1,100
+23
+2% +$7.41K 0.2% 104
2024
Q2
$337K Buy
1,077
+31
+3% +$9.69K 0.17% 110
2024
Q1
$297K Sell
1,046
-96
-8% -$27.3K 0.19% 112
2023
Q4
$329K Buy
1,142
+192
+20% +$55.3K 0.23% 99
2023
Q3
$255K Buy
+950
New +$255K 0.21% 107