Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Sell
5,313
-30
-0.6% -$2.34K 0.19% 88
2025
Q1
$480K Sell
5,343
-342
-6% -$30.7K 0.23% 78
2024
Q4
$566K Hold
5,685
0.28% 68
2024
Q3
$646K Buy
5,685
+35
+0.6% +$3.98K 0.32% 66
2024
Q2
$699K Hold
5,650
0.37% 59
2024
Q1
$746K Sell
5,650
-84
-1% -$11.1K 0.39% 62
2023
Q4
$625K Sell
5,734
-117
-2% -$12.8K 0.35% 66
2023
Q3
$602K Buy
5,851
+436
+8% +$44.9K 0.38% 64
2023
Q2
$577K Buy
+5,415
New +$577K 0.34% 68