Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Sell
2,590
-49
-2% -$7.74K 0.18% 28
2025
Q1
$286K Buy
2,639
+260
+11% +$28.2K 0.15% 29
2024
Q4
$319K Buy
2,379
+108
+5% +$14.5K 0.17% 28
2024
Q3
$276K Sell
2,271
-895
-28% -$109K 0.14% 31
2024
Q2
$391K Sell
3,166
-794
-20% -$98.1K 0.22% 25
2024
Q1
$358K Buy
+3,960
New +$358K 0.2% 32