Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Sell
1,952
-245
-11% -$55.9K 0.01% 1132
2025
Q1
$536K Buy
2,197
+836
+61% +$204K 0.01% 999
2024
Q4
$330K Buy
1,361
+11
+0.8% +$2.67K 0.01% 1138
2024
Q3
$348K Sell
1,350
-1,154
-46% -$298K 0.01% 1085
2024
Q2
$550K Buy
2,504
+1,191
+91% +$262K 0.02% 830
2024
Q1
$333K Buy
1,313
+360
+38% +$91.2K 0.01% 980
2023
Q4
$228K Buy
+953
New +$228K 0.01% 1153