Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
2,009
-2,204
-52% -$356K 0.1% 329
2025
Q1
$450K Buy
4,213
+2,154
+105% +$230K 0.18% 210
2024
Q4
$254K Sell
2,059
-147
-7% -$18.1K 0.11% 294
2024
Q3
$315K Buy
+2,206
New +$315K 0.1% 333
2024
Q2
Sell
-3,700
Closed -$462K 455
2024
Q1
$462K Buy
+3,700
New +$462K 0.11% 321