Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Sell
1,822
-66
-3% -$14.9K 0.18% 70
2025
Q1
$313K Buy
1,888
+142
+8% +$23.6K 0.17% 84
2024
Q4
$345K Buy
1,746
+8
+0.5% +$1.58K 0.17% 83
2024
Q3
$302K Sell
1,738
-64
-4% -$11.1K 0.15% 95
2024
Q2
$313K Buy
1,802
+68
+4% +$11.8K 0.17% 105
2024
Q1
$236K Buy
+1,734
New +$236K 0.14% 125