Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$583K Sell
11,231
-232
-2% -$12K 0.04% 223
2025
Q1
$617K Buy
11,463
+238
+2% +$12.8K 0.05% 193
2024
Q4
$517K Sell
11,225
-11
-0.1% -$507 0.05% 111
2024
Q3
$538K Buy
11,236
+131
+1% +$6.28K 0.06% 113
2024
Q2
$511K Buy
+11,105
New +$511K 0.06% 111