Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
3,439
+219
+7% +$19.1K 0.02% 293
2025
Q1
$220K Sell
3,220
-815
-20% -$55.7K 0.02% 316
2024
Q4
$314K Sell
4,035
-60
-1% -$4.67K 0.02% 283
2024
Q3
$275K Buy
4,095
+345
+9% +$23.1K 0.02% 294
2024
Q2
$425K Buy
3,750
+200
+6% +$22.7K 0.03% 253
2024
Q1
$492K Buy
3,550
+1,920
+118% +$266K 0.04% 243
2023
Q4
$202K Buy
+1,630
New +$202K 0.02% 326