Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
5,572
+176
+3% +$12.4K 0.24% 83
2025
Q1
$395K Sell
5,396
-420
-7% -$30.8K 0.26% 79
2024
Q4
$364K Sell
5,816
-212
-4% -$13.3K 0.23% 82
2024
Q3
$398K Buy
6,028
+112
+2% +$7.39K 0.26% 74
2024
Q2
$427K Buy
5,916
+393
+7% +$28.4K 0.31% 62
2024
Q1
$370K Sell
5,523
-226
-4% -$15.2K 0.28% 76
2023
Q4
$378K Buy
5,749
+916
+19% +$60.3K 0.33% 66
2023
Q3
$311K Buy
4,833
+345
+8% +$22.2K 0.33% 73
2023
Q2
$271K Buy
+4,488
New +$271K 0.32% 76