Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$611K Sell
7,715
-203
-3% -$16.1K 0.25% 56
2025
Q1
$711K Buy
7,918
+10
+0.1% +$898 0.29% 59
2024
Q4
$787K Hold
7,908
0.31% 50
2024
Q3
$898K Sell
7,908
-408
-5% -$46.3K 0.29% 49
2024
Q2
$1.03M Sell
8,316
-130
-2% -$16.1K 0.38% 44
2024
Q1
$1.11M Sell
8,446
-1,092
-11% -$144K 0.43% 39
2023
Q4
$1.04M Sell
9,538
-16
-0.2% -$1.74K 0.43% 37
2023
Q3
$984K Sell
9,554
-35
-0.4% -$3.6K 0.43% 40
2023
Q2
$1.11M Buy
9,589
+8,772
+1,074% +$1.01M 0.45% 38
2023
Q1
$86.9K Sell
817
-8,745
-91% -$930K 0.1% 72
2022
Q4
$1.06M Buy
+9,562
New +$1.06M 0.48% 39