Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
1,539
+530
+53% +$189K 0.01% 290
2025
Q1
$274K Sell
1,009
-204
-17% -$55.3K 0.01% 340
2024
Q4
$403K Buy
1,213
+522
+76% +$174K 0.01% 307
2024
Q3
$229K Sell
691
-753
-52% -$250K 0.01% 359
2024
Q2
$453K Buy
1,444
+2
+0.1% +$627 0.01% 270
2024
Q1
$451K Buy
+1,442
New +$451K 0.01% 262