Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Sell
6,590
-198
-3% -$9.82K 0.01% 543
2025
Q1
$307K Buy
6,788
+276
+4% +$12.5K 0.02% 514
2024
Q4
$316K Sell
6,512
-112
-2% -$5.44K 0.02% 526
2024
Q3
$403K Buy
6,624
+484
+8% +$29.4K 0.02% 427
2024
Q2
$364K Buy
6,140
+1,955
+47% +$116K 0.02% 433
2024
Q1
$253K Buy
4,185
+670
+19% +$40.5K 0.02% 497
2023
Q4
$232K Buy
+3,515
New +$232K 0.02% 491