Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Sell
14,523
-881
-6% -$23.8K 0.14% 96
2025
Q1
$407K Buy
+15,404
New +$407K 0.18% 85
2024
Q3
$332K Sell
15,181
-3,968
-21% -$86.7K 0.13% 96
2024
Q2
$360K Sell
19,149
-469
-2% -$8.82K 0.15% 86
2024
Q1
$339K Buy
+19,618
New +$339K 0.15% 84
2023
Q3
$594K Sell
37,942
-821
-2% -$12.8K 0.31% 54
2023
Q2
$550K Sell
38,763
-98,772
-72% -$1.4M 0.28% 61
2023
Q1
$2.16M Buy
+137,535
New +$2.16M 1.15% 19