Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
5,060
+104
+2% +$6.99K 0.02% 207
2025
Q1
$386K Buy
4,956
+305
+7% +$23.8K 0.02% 207
2024
Q4
$380K Buy
4,651
+618
+15% +$50.5K 0.02% 214
2024
Q3
$312K Sell
4,033
-136
-3% -$10.5K 0.02% 227
2024
Q2
$306K Buy
+4,169
New +$306K 0.02% 215