Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
20,655
+2,769
+15% +$34.4K 0.03% 974
2025
Q1
$272K Sell
17,886
-60
-0.3% -$913 0.03% 832
2024
Q4
$262K Buy
17,946
+11,960
+200% +$175K 0.03% 759
2024
Q3
$95.6K Buy
+5,986
New +$95.6K 0.01% 1294
2024
Q2
Sell
-16,175
Closed -$316K 1793
2024
Q1
$316K Buy
+16,175
New +$316K 0.05% 511