Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Buy
3,238
+52
+2% +$5.08K 0.13% 115
2025
Q1
$280K Sell
3,186
-8
-0.3% -$702 0.11% 120
2024
Q4
$289K Buy
3,194
+12
+0.4% +$1.08K 0.11% 123
2024
Q3
$257K Buy
3,182
+323
+11% +$26.1K 0.1% 134
2024
Q2
$198K Buy
2,859
+2,052
+254% +$142K 0.09% 142
2024
Q1
$127K Sell
807
-1,614
-67% -$255K 0.06% 167
2023
Q4
$127K Buy
+2,421
New +$127K 0.06% 167