Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Sell
12,113
-1,477
-11% -$44.2K 0.01% 991
2025
Q1
$402K Hold
13,590
0.01% 862
2024
Q4
$402K Sell
13,590
-11,320
-45% -$335K 0.01% 858
2024
Q3
$782K Buy
24,910
+555
+2% +$17.4K 0.02% 618
2024
Q2
$879K Buy
24,355
+1,493
+7% +$53.9K 0.02% 508
2024
Q1
$861K Buy
22,862
+301
+1% +$11.3K 0.03% 493
2023
Q4
$799K Buy
+22,561
New +$799K 0.03% 474