Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$582K Buy
732
+108
+17% +$85.9K 0.04% 325
2025
Q1
$509K Buy
624
+109
+21% +$88.9K 0.04% 308
2024
Q4
$486K Sell
515
-35
-6% -$33K 0.04% 290
2024
Q3
$488K Sell
550
-5
-0.9% -$4.44K 0.04% 282
2024
Q2
$420K Buy
555
+4
+0.7% +$3.03K 0.04% 289
2024
Q1
$455K Sell
551
-483
-47% -$399K 0.04% 281
2023
Q4
$833K Buy
1,034
+560
+118% +$451K 0.04% 293
2023
Q3
$344K Buy
+474
New +$344K 0.04% 250