Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$948K Buy
5,240
+36
+0.7% +$6.52K 0.05% 103
2025
Q1
$902K Sell
5,204
-58
-1% -$10.1K 0.05% 99
2024
Q4
$1.04M Sell
5,262
-3,733
-42% -$735K 0.06% 97
2024
Q3
$1.5M Hold
8,995
0.08% 83
2024
Q2
$1.5M Buy
8,995
+465
+5% +$77.8K 0.08% 83
2024
Q1
$1.36M Sell
8,530
-396
-4% -$63.2K 0.08% 86
2023
Q4
$1.29M Buy
8,926
+3,347
+60% +$485K 0.08% 86
2023
Q3
$630K Buy
+5,579
New +$630K 0.04% 102