Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
2,063
-1,160
-36% -$142K 0.03% 461
2025
Q1
$294K Buy
3,223
+452
+16% +$41.2K 0.04% 394
2024
Q4
$319K Sell
2,771
-4,322
-61% -$498K 0.04% 367
2024
Q3
$841K Buy
7,093
+1,642
+30% +$195K 0.1% 187
2024
Q2
$752K Sell
5,451
-164
-3% -$22.6K 0.1% 187
2024
Q1
$641K Buy
5,615
+965
+21% +$110K 0.08% 224
2023
Q4
$356K Buy
4,650
+1,395
+43% +$107K 0.05% 329
2023
Q3
$224K Buy
+3,255
New +$224K 0.04% 430