Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
922
-46
-5% -$15.2K 0.18% 118
2025
Q1
$318K Buy
968
+120
+14% +$39.5K 0.21% 102
2024
Q4
$234K Sell
848
-27
-3% -$7.46K 0.15% 132
2024
Q3
$303K Buy
875
+24
+3% +$8.32K 0.2% 106
2024
Q2
$281K Sell
851
-22
-3% -$7.27K 0.21% 97
2024
Q1
$317K Buy
873
+45
+5% +$16.3K 0.24% 94
2023
Q4
$248K Sell
828
-71
-8% -$21.3K 0.22% 108
2023
Q3
$257K Buy
899
+112
+14% +$32K 0.27% 85
2023
Q2
$221K Buy
+787
New +$221K 0.26% 93