Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$843K Sell
5,293
-227
-4% -$36.2K 0.33% 64
2025
Q1
$848K Sell
5,520
-461
-8% -$70.8K 0.35% 63
2024
Q4
$919K Sell
5,981
-91
-1% -$14K 0.36% 61
2024
Q3
$1.03M Buy
6,072
+389
+7% +$66.2K 0.41% 54
2024
Q2
$949K Sell
5,683
-168
-3% -$28K 0.41% 55
2024
Q1
$846K Hold
5,851
0.4% 51
2023
Q4
$846K Buy
+5,851
New +$846K 0.4% 51