Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Sell
13,862
-5,479
-28% -$127K 0.02% 541
2025
Q1
$373K Sell
19,341
-2,995
-13% -$57.7K 0.02% 515
2024
Q4
$421K Buy
22,336
+8,916
+66% +$168K 0.02% 475
2024
Q3
$314K Sell
13,420
-1,168
-8% -$27.3K 0.02% 573
2024
Q2
$339K Buy
14,588
+1,324
+10% +$30.8K 0.02% 547
2024
Q1
$325K Buy
13,264
+2,124
+19% +$52K 0.02% 556
2023
Q4
$309K Buy
+11,140
New +$309K 0.02% 533