Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
1,775
-5,339
-75% -$743K 0.01% 380
2025
Q1
$1.14M Sell
7,114
-3,088
-30% -$493K 0.03% 193
2024
Q4
$1.36M Buy
10,202
+3,150
+45% +$419K 0.03% 192
2024
Q3
$958K Sell
7,052
-16
-0.2% -$2.17K 0.02% 221
2024
Q2
$1.04M Buy
+7,068
New +$1.04M 0.03% 207