Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Sell
18,851
-212
-1% -$6.14K 0.39% 43
2025
Q1
$539K Buy
19,063
+36
+0.2% +$1.02K 0.55% 39
2024
Q4
$433K Buy
19,027
+196
+1% +$4.46K 0.42% 54
2024
Q3
$414K Buy
18,831
+145
+0.8% +$3.19K 0.42% 61
2024
Q2
$357K Buy
18,686
+142
+0.8% +$2.71K 0.39% 65
2024
Q1
$325K Sell
18,544
-364
-2% -$6.37K 0.39% 69
2023
Q4
$317K Buy
+18,908
New +$317K 0.41% 69