Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Buy
12,849
+390
+3% +$10.7K 0.09% 77
2025
Q1
$355K Buy
12,459
+316
+3% +$9K 0.1% 66
2024
Q4
$276K Sell
12,143
-1,254
-9% -$28.6K 0.08% 73
2024
Q3
$295K Buy
13,397
+51
+0.4% +$1.12K 0.1% 65
2024
Q2
$255K Buy
13,346
+2,386
+22% +$45.6K 0.09% 72
2024
Q1
$193K Buy
10,960
+128
+1% +$2.25K 0.07% 78
2023
Q4
$182K Sell
10,832
-250
-2% -$4.2K 0.07% 81
2023
Q3
$166K Buy
11,082
+132
+1% +$1.98K 0.07% 72
2023
Q2
$175K Buy
10,950
+454
+4% +$7.24K 0.07% 70
2023
Q1
$202K Buy
+10,496
New +$202K 0.09% 69