Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-77
Closed -$558K 1546
2025
Q1
$558K Buy
77
+1
+1% +$7.25K 0.01% 820
2024
Q4
$622K Buy
76
+5
+7% +$40.9K 0.01% 974
2024
Q3
$697K Buy
71
+3
+4% +$29.5K 0.01% 835
2024
Q2
$516K Buy
68
+2
+3% +$15.2K 0.01% 962
2024
Q1
$535K Buy
66
+3
+5% +$24.3K 0.01% 925
2023
Q4
$441K Buy
63
+4
+7% +$28K 0.01% 965
2023
Q3
$352K Buy
+59
New +$352K 0.01% 981