Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Sell
12,757
-1,175
-8% -$12.7K 0.02% 445
2025
Q1
$140K Buy
13,932
+927
+7% +$9.3K 0.02% 415
2024
Q4
$129K Sell
13,005
-156
-1% -$1.54K 0.02% 404
2024
Q3
$139K Buy
13,161
+2,172
+20% +$22.9K 0.02% 379
2024
Q2
$138K Sell
10,989
-1,617
-13% -$20.3K 0.03% 351
2024
Q1
$167K Sell
12,606
-2,754
-18% -$36.6K 0.03% 357
2023
Q4
$187K Buy
15,360
+3,369
+28% +$41.1K 0.03% 341
2023
Q3
$148K Sell
11,991
-52
-0.4% -$642 0.03% 328
2023
Q2
$182K Buy
+12,043
New +$182K 0.03% 325