Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
1,634
-387
-19% -$60.7K 0.05% 119
2025
Q1
$261K Sell
2,021
-143
-7% -$18.5K 0.08% 143
2024
Q4
$309K Buy
+2,164
New +$309K 0.06% 150
2024
Q2
Sell
-2,054
Closed -$279K 293
2024
Q1
$279K Buy
+2,054
New +$279K 0.1% 144