Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
1,121
+65
+6% +$23.2K 0.02% 172
2025
Q1
$287K Sell
1,056
-126
-11% -$34.2K 0.02% 212
2024
Q4
$392K Sell
1,182
-98
-8% -$32.5K 0.03% 175
2024
Q3
$424K Buy
1,280
+446
+53% +$148K 0.03% 147
2024
Q2
$262K Hold
834
0.02% 162
2024
Q1
$261K Buy
+834
New +$261K 0.02% 178