Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
1,260
-16
-1% -$4.47K 0.08% 122
2025
Q1
$398K Buy
1,276
+7
+0.6% +$2.18K 0.11% 101
2024
Q4
$331K Sell
1,269
-90
-7% -$23.5K 0.1% 115
2024
Q3
$438K Buy
1,359
+18
+1% +$5.8K 0.13% 99
2024
Q2
$419K Buy
1,341
+27
+2% +$8.43K 0.14% 92
2024
Q1
$374K Buy
1,314
+18
+1% +$5.12K 0.13% 99
2023
Q4
$373K Sell
1,296
-3
-0.2% -$864 0.15% 93
2023
Q3
$349K Sell
1,299
-823
-39% -$221K 0.16% 88
2023
Q2
$471K Buy
+2,122
New +$471K 0.43% 50