Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Sell
37,969
-1,271
-3% -$6.58K 0.01% 929
2025
Q1
$207K Sell
39,240
-979
-2% -$5.16K 0.01% 864
2024
Q4
$178K Sell
40,219
-8,195
-17% -$36.3K 0.01% 915
2024
Q3
$212K Sell
48,414
-1,515
-3% -$6.62K 0.01% 876
2024
Q2
$189K Sell
49,929
-2,965
-6% -$11.2K 0.01% 828
2024
Q1
$187K Buy
+52,894
New +$187K 0.01% 922
2023
Q3
Sell
-14,637
Closed -$60.9K 535
2023
Q2
$60.9K Sell
14,637
-5,261
-26% -$21.9K 0.01% 500
2023
Q1
$97.7K Buy
+19,898
New +$97.7K 0.02% 466