Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
10,301
-897
-8% -$18.8K 0.02% 431
2025
Q1
$269K Sell
11,198
-2,574
-19% -$61.7K 0.02% 499
2024
Q4
$294K Sell
13,772
-50,865
-79% -$1.09M 0.02% 440
2024
Q3
$1.5M Sell
64,637
-4,364
-6% -$101K 0.1% 191
2024
Q2
$1.25M Buy
69,001
+3,415
+5% +$62.1K 0.09% 197
2024
Q1
$1.41M Buy
65,586
+52,969
+420% +$1.14M 0.11% 189
2023
Q4
$272K Buy
+12,617
New +$272K 0.02% 434