Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$635K Buy
6,916
+219
+3% +$20.1K 0.04% 305
2025
Q1
$589K Sell
6,697
-97
-1% -$8.53K 0.05% 278
2024
Q4
$629K Sell
6,794
-436
-6% -$40.3K 0.06% 236
2024
Q3
$671K Sell
7,230
-1,246
-15% -$116K 0.06% 227
2024
Q2
$636K Buy
8,476
+644
+8% +$48.3K 0.06% 220
2024
Q1
$676K Sell
7,832
-7,350
-48% -$634K 0.06% 217
2023
Q4
$1.05M Buy
15,182
+9,974
+192% +$690K 0.04% 252
2023
Q3
$285K Buy
+5,208
New +$285K 0.04% 281