Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$612K Sell
8,085
-570
-7% -$43.2K 0.05% 106
2025
Q1
$649K Sell
8,655
-273
-3% -$20.5K 0.06% 98
2024
Q4
$683K Sell
8,928
-82
-0.9% -$6.27K 0.06% 92
2024
Q3
$703K Sell
9,010
-250
-3% -$19.5K 0.06% 84
2024
Q2
$661K Sell
9,260
-450
-5% -$32.1K 0.06% 84
2024
Q1
$788K Buy
9,710
+255
+3% +$20.7K 0.07% 76
2023
Q4
$691K Buy
+9,455
New +$691K 0.08% 74