Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
3,674
+246
+7% +$24.6K 0.01% 719
2025
Q1
$361K Buy
3,428
+690
+25% +$72.6K 0.02% 680
2024
Q4
$216K Sell
2,738
-9
-0.3% -$709 0.01% 886
2024
Q3
$204K Buy
2,747
+547
+25% +$40.7K 0.01% 846
2024
Q2
$206K Buy
+2,200
New +$206K 0.02% 727