Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Sell
1,331
-147
-10% -$44.7K 0.14% 101
2025
Q1
$397K Sell
1,478
-236
-14% -$63.4K 0.17% 98
2024
Q4
$422K Buy
1,714
+569
+50% +$140K 0.28% 89
2024
Q3
$262K Sell
1,145
-339
-23% -$77.7K 0.15% 132
2024
Q2
$299K Buy
1,484
+95
+7% +$19.2K 0.15% 120
2024
Q1
$271K Hold
1,389
0.17% 123
2023
Q4
$215K Sell
1,389
-169
-11% -$26.1K 0.15% 143
2023
Q3
$201K Buy
+1,558
New +$201K 0.16% 127