Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
1,118
+148
+15% +$52.8K 0.11% 153
2025
Q1
$264K Sell
970
-15
-2% -$4.08K 0.08% 203
2024
Q4
$327K Buy
985
+30
+3% +$9.96K 0.1% 161
2024
Q3
$317K Buy
955
+11
+1% +$3.65K 0.1% 161
2024
Q2
$295K Buy
944
+41
+5% +$12.8K 0.1% 161
2024
Q1
$282K Buy
903
+15
+2% +$4.69K 0.1% 168
2023
Q4
$214K Buy
+888
New +$214K 0.09% 183