Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$842K Buy
2,857
+40
+1% +$11.8K 0.17% 94
2025
Q1
$700K Sell
2,817
-248
-8% -$61.7K 0.15% 100
2024
Q4
$674K Buy
3,065
+146
+5% +$32.1K 0.14% 120
2024
Q3
$645K Buy
2,919
+13
+0.4% +$2.87K 0.15% 103
2024
Q2
$503K Sell
2,906
-297
-9% -$51.4K 0.12% 129
2024
Q1
$612K Sell
3,203
-854
-21% -$163K 0.15% 114
2023
Q4
$664K Buy
+4,057
New +$664K 0.16% 118