Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Hold
4,228
0.09% 113
2025
Q1
$380K Sell
4,228
-68
-2% -$6.1K 0.11% 95
2024
Q4
$427K Hold
4,296
0.12% 93
2024
Q3
$488K Sell
4,296
-57
-1% -$6.47K 0.14% 95
2024
Q2
$539K Sell
4,353
-51
-1% -$6.31K 0.16% 89
2024
Q1
$581K Sell
4,404
-7,630
-63% -$1.01M 0.16% 74
2023
Q4
$1.31M Buy
12,034
+7,630
+173% +$832K 0.45% 27
2023
Q3
$453K Sell
4,404
-87
-2% -$8.96K 0.16% 65
2023
Q2
$518K Sell
4,491
-50
-1% -$5.77K 0.18% 59
2023
Q1
$483K Sell
4,541
-193
-4% -$20.5K 0.19% 55
2022
Q4
$525K Buy
+4,734
New +$525K 0.23% 44