Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Sell
1,711
-33
-2% -$10K 0.02% 609
2025
Q1
$468K Buy
1,744
+603
+53% +$162K 0.02% 640
2024
Q4
$281K Buy
1,141
+230
+25% +$56.6K 0.01% 848
2024
Q3
$209K Sell
911
-7,037
-89% -$1.61M 0.01% 980
2024
Q2
$1.6M Buy
7,948
+448
+6% +$90.4K 0.06% 248
2024
Q1
$1.46M Buy
+7,500
New +$1.46M 0.05% 274