Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
794
-100
-11% -$35.8K 0.13% 109
2025
Q1
$343K Sell
894
-34
-4% -$13K 0.17% 98
2024
Q4
$413K Sell
928
-30
-3% -$13.3K 0.2% 88
2024
Q3
$496K Buy
958
+57
+6% +$29.5K 0.24% 77
2024
Q2
$501K Buy
901
+51
+6% +$28.3K 0.26% 74
2024
Q1
$429K Sell
850
-50
-6% -$25.2K 0.22% 89
2023
Q4
$537K Buy
900
+90
+11% +$53.7K 0.3% 72
2023
Q3
$413K Buy
810
+11
+1% +$5.61K 0.26% 88
2023
Q2
$436K Buy
+799
New +$436K 0.26% 85