Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
7,667
-125
-2% -$19K 0.02% 173
2025
Q1
$1.14M Buy
7,792
+84
+1% +$12.3K 0.02% 183
2024
Q4
$995K Sell
7,708
-113
-1% -$14.6K 0.02% 187
2024
Q3
$1.07M Buy
7,821
+31
+0.4% +$4.24K 0.02% 186
2024
Q2
$796K Sell
7,790
-1,461
-16% -$149K 0.02% 187
2024
Q1
$820K Sell
9,251
-445
-5% -$39.5K 0.02% 194
2023
Q4
$886K Buy
+9,696
New +$886K 0.02% 184