Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
5,100
+135
+3% +$7.34K 0.13% 122
2025
Q1
$250K Sell
4,965
-5
-0.1% -$252 0.13% 122
2024
Q4
$226K Buy
4,970
+95
+2% +$4.32K 0.12% 132
2024
Q3
$231K Buy
4,875
+171
+4% +$8.12K 0.12% 134
2024
Q2
$216K Buy
+4,704
New +$216K 0.12% 120