Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
3,616
-4,416
-55% -$349K 0.28% 69
2025
Q1
$721K Sell
8,032
-1,498
-16% -$134K 0.47% 51
2024
Q4
$948K Buy
9,530
+287
+3% +$28.5K 0.61% 39
2024
Q3
$1.05M Sell
9,243
-328
-3% -$37.3K 0.7% 36
2024
Q2
$1.19M Sell
9,571
-110
-1% -$13.6K 0.85% 27
2024
Q1
$1.28M Buy
+9,681
New +$1.28M 0.96% 25