Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
5,609
+139
+3% +$10.4K 0.03% 437
2025
Q1
$344K Buy
5,470
+1,527
+39% +$96.1K 0.03% 385
2024
Q4
$225K Sell
3,943
-1,058
-21% -$60.3K 0.02% 484
2024
Q3
$294K Sell
5,001
-1,409
-22% -$82.8K 0.03% 365
2024
Q2
$346K Buy
6,410
+77
+1% +$4.15K 0.03% 324
2024
Q1
$365K Buy
+6,333
New +$365K 0.03% 321
2023
Q4
Sell
-5,471
Closed -$280K 487
2023
Q3
$280K Buy
+5,471
New +$280K 0.03% 285