Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$615K Buy
1,731
+3
+0.2% +$1.07K 0.12% 55
2025
Q1
$606K Buy
1,728
+366
+27% +$128K 0.14% 58
2024
Q4
$430K Buy
1,362
+172
+14% +$54.4K 0.1% 67
2024
Q3
$327K Sell
1,190
-57
-5% -$15.7K 0.07% 68
2024
Q2
$327K Buy
1,247
+62
+5% +$16.3K 0.08% 66
2024
Q1
$331K Sell
1,185
-632
-35% -$176K 0.08% 63
2023
Q4
$473K Sell
1,817
-313
-15% -$81.5K 0.13% 52
2023
Q3
$490K Buy
2,130
+696
+49% +$160K 0.14% 46
2023
Q2
$341K Buy
1,434
+2
+0.1% +$475 0.09% 59
2023
Q1
$323K Buy
+1,432
New +$323K 0.09% 61