Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
2,939
-29
-1% -$3.56K 0.04% 211
2025
Q1
$271K Buy
2,968
+32
+1% +$2.92K 0.03% 212
2024
Q4
$338K Buy
2,936
+95
+3% +$10.9K 0.04% 186
2024
Q3
$337K Buy
+2,841
New +$337K 0.04% 178