Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
4,168
+76
+2% +$3.96K ﹤0.01% 693
2025
Q1
$236K Buy
4,092
+486
+13% +$28K ﹤0.01% 681
2024
Q4
$188K Sell
3,606
-744
-17% -$38.8K ﹤0.01% 699
2024
Q3
$257K Sell
4,350
-194
-4% -$11.5K ﹤0.01% 673
2024
Q2
$235K Buy
+4,544
New +$235K ﹤0.01% 741