Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
5,888
+3,575
+155% +$286K 0.19% 112
2025
Q1
$209K Sell
2,313
-986
-30% -$89.3K 0.11% 167
2024
Q4
$331K Sell
3,299
-1,314
-28% -$132K 0.17% 119
2024
Q3
$527K Sell
4,613
-100
-2% -$11.4K 0.43% 57
2024
Q2
$587K Buy
4,713
+174
+4% +$21.7K 0.38% 55
2024
Q1
$602K Buy
4,539
+407
+10% +$54K 0.67% 36
2023
Q4
$454K Buy
+4,132
New +$454K 0.58% 52