Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Sell
21,190
-3,195
-13% -$22.5K 0.04% 563
2025
Q1
$189K Buy
24,385
+11,462
+89% +$88.9K 0.05% 530
2024
Q4
$106K Sell
12,923
-2,110
-14% -$17.4K 0.04% 541
2024
Q3
$112K Buy
+15,033
New +$112K 0.04% 488
2024
Q2
Sell
-17,429
Closed -$191K 665
2024
Q1
$191K Buy
+17,429
New +$191K 0.15% 321