Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
2,481
+94
+4% +$13.5K 0.09% 158
2025
Q1
$399K Buy
2,387
+288
+14% +$48.2K 0.11% 130
2024
Q4
$304K Sell
2,099
-675
-24% -$97.8K 0.09% 149
2024
Q3
$409K Sell
2,774
-213
-7% -$31.4K 0.12% 127
2024
Q2
$467K Sell
2,987
-1,455
-33% -$228K 0.15% 106
2024
Q1
$701K Buy
+4,442
New +$701K 0.25% 75
2023
Q2
$354K Sell
2,250
-110
-5% -$17.3K 0.11% 134
2023
Q1
$385K Buy
2,360
+780
+49% +$127K 0.13% 119
2022
Q4
$287K Sell
1,580
-56
-3% -$10.2K 0.17% 88
2022
Q3
$235K Buy
+1,636
New +$235K 0.15% 92