Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Sell
989
-117
-11% -$39.4K 0.15% 143
2025
Q1
$231K Buy
1,106
+3
+0.3% +$627 0.14% 142
2024
Q4
$224K Sell
1,103
-56
-5% -$11.4K 0.14% 117
2024
Q3
$202K Buy
+1,159
New +$202K 0.13% 135