Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Sell
3,116
-67
-2% -$15.2K 0.07% 184
2025
Q1
$531K Buy
3,183
+21
+0.7% +$3.5K 0.05% 208
2024
Q4
$626K Buy
3,162
+40
+1% +$7.93K 0.06% 187
2024
Q3
$558K Buy
3,122
+210
+7% +$37.5K 0.05% 201
2024
Q2
$508K Sell
2,912
-320
-10% -$55.8K 0.05% 201
2024
Q1
$308K Buy
3,232
+284
+10% +$27.1K 0.03% 254
2023
Q4
$308K Buy
+2,948
New +$308K 0.03% 260