Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Sell
7,826
-50
-0.6% -$2.4K 0.02% 234
2025
Q1
$392K Buy
7,876
+138
+2% +$6.87K 0.02% 234
2024
Q4
$448K Sell
7,738
-76
-1% -$4.4K 0.02% 234
2024
Q3
$509K Sell
7,814
-177
-2% -$11.5K 0.03% 229
2024
Q2
$513K Sell
7,991
-87
-1% -$5.58K 0.03% 230
2024
Q1
$514K Sell
8,078
-5,481
-40% -$349K 0.03% 234
2023
Q4
$751K Sell
13,559
-28
-0.2% -$1.55K 0.04% 229
2023
Q3
$801K Hold
13,587
0.05% 220
2023
Q2
$884K Sell
13,587
-10,000
-42% -$651K 0.05% 222
2023
Q1
$1.3M Buy
+23,587
New +$1.3M 0.07% 224