Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
20,953
+9,698
+86% +$119K 0.01% 1538
2025
Q1
$107K Sell
11,255
-26,987
-71% -$257K 0.01% 1857
2024
Q4
$360K Buy
38,242
+6,258
+20% +$59K 0.03% 1050
2024
Q3
$267K Buy
31,984
+1,456
+5% +$12.1K 0.02% 1263
2024
Q2
$245K Buy
30,528
+746
+3% +$5.99K 0.02% 1088
2024
Q1
$361K Buy
29,782
+12,811
+75% +$155K 0.05% 691
2023
Q4
$177K Buy
16,971
+3,683
+28% +$38.4K 0.04% 1004
2023
Q3
$104K Sell
13,288
-5,766
-30% -$45K 0.02% 1179
2023
Q2
$167K Buy
+19,054
New +$167K 0.03% 1070