Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$506K Buy
22,571
+5,854
+35% +$131K 0.05% 334
2025
Q1
$380K Buy
16,717
+5,213
+45% +$118K 0.04% 368
2024
Q4
$231K Sell
11,504
-413
-3% -$8.28K 0.03% 474
2024
Q3
$280K Sell
11,917
-965
-7% -$22.6K 0.03% 411
2024
Q2
$399K Sell
12,882
-1,530
-11% -$47.4K 0.08% 256
2024
Q1
$637K Buy
14,412
+3,133
+28% +$138K 0.13% 177
2023
Q4
$567K Buy
11,279
+2,843
+34% +$143K 0.1% 131
2023
Q3
$300K Buy
+8,436
New +$300K 0.1% 183