Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$658K Sell
3,017
-89
-3% -$19.4K 0.02% 228
2025
Q1
$423K Buy
3,106
+203
+7% +$27.6K 0.01% 279
2024
Q4
$418K Buy
2,903
+725
+33% +$104K 0.01% 257
2024
Q3
$261K Buy
+2,178
New +$261K 0.01% 338