Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$868K Sell
9,301
-1,607
-15% -$150K 0.26% 68
2025
Q1
$795K Buy
+10,908
New +$795K 0.26% 70
2024
Q4
Sell
-4,259
Closed -$320K 196
2024
Q3
$320K Buy
4,259
+579
+16% +$43.5K 0.09% 151
2024
Q2
$267K Buy
+3,680
New +$267K 0.09% 162