Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Sell
7,230
-54
-0.7% -$4.96K 0.14% 158
2025
Q1
$641K Buy
7,284
+310
+4% +$27.3K 0.22% 97
2024
Q4
$647K Sell
6,974
-580
-8% -$53.8K 0.22% 100
2024
Q3
$701K Buy
7,554
+7,495
+12,703% +$695K 0.24% 97
2024
Q2
$4.42K Buy
59
+11
+23% +$825 ﹤0.01% 570
2024
Q1
$4.14K Sell
48
-9
-16% -$776 ﹤0.01% 570
2023
Q4
$3.94K Buy
+57
New +$3.94K ﹤0.01% 522