Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
12,144
+202
+2% +$4.53K 0.07% 205
2025
Q1
$271K Sell
11,942
-8,418
-41% -$191K 0.08% 195
2024
Q4
$408K Sell
20,360
-3,062
-13% -$61.4K 0.12% 132
2024
Q3
$549K Buy
23,422
+4,922
+27% +$115K 0.17% 105
2024
Q2
$571K Buy
18,500
+3,772
+26% +$116K 0.19% 104
2024
Q1
$651K Sell
14,728
-1,051
-7% -$46.4K 0.23% 94
2023
Q4
$793K Buy
15,779
+354
+2% +$17.8K 0.32% 66
2023
Q3
$548K Buy
15,425
+1,983
+15% +$70.5K 0.24% 95
2023
Q2
$449K Sell
13,442
-41
-0.3% -$1.37K 0.2% 110
2023
Q1
$440K Sell
13,483
-306
-2% -$10K 0.2% 110
2022
Q4
$364K Buy
+13,789
New +$364K 0.19% 121