Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Sell
4,458
-286
-6% -$52.4K 0.01% 819
2025
Q1
$834K Buy
4,744
+1,390
+41% +$244K 0.01% 794
2024
Q4
$630K Buy
3,354
+327
+11% +$61.4K 0.01% 838
2024
Q3
$581K Sell
3,027
-188
-6% -$36.1K 0.01% 851
2024
Q2
$580K Buy
3,215
+801
+33% +$145K 0.02% 810
2024
Q1
$428K Buy
2,414
+737
+44% +$131K 0.01% 884
2023
Q4
$258K Sell
1,677
-3,515
-68% -$541K 0.01% 1077
2023
Q3
$724K Buy
+5,192
New +$724K 0.02% 596