Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Sell
3,978
-514
-11% -$55.9K ﹤0.01% 1006
2025
Q1
$329K Sell
4,492
-716
-14% -$52.4K ﹤0.01% 1070
2024
Q4
$442K Sell
5,208
-398
-7% -$33.8K ﹤0.01% 988
2024
Q3
$508K Buy
5,606
+589
+12% +$53.3K ﹤0.01% 931
2024
Q2
$404K Sell
5,017
-17
-0.3% -$1.37K ﹤0.01% 968
2024
Q1
$490K Sell
5,034
-351
-7% -$34.2K 0.01% 950
2023
Q4
$444K Sell
5,385
-241
-4% -$19.9K 0.01% 975
2023
Q3
$360K Sell
5,626
-129
-2% -$8.25K ﹤0.01% 995
2023
Q2
$398K Buy
+5,755
New +$398K 0.01% 974