Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Buy
131,282
+21,285
+19% +$51.3K 0.04% 323
2025
Q1
$256K Buy
109,997
+36,736
+50% +$85.6K 0.05% 313
2024
Q4
$136K Sell
73,261
-197
-0.3% -$364 0.02% 353
2024
Q3
$179K Buy
73,458
+10,653
+17% +$26K 0.03% 369
2024
Q2
$129K Buy
+62,805
New +$129K 0.03% 314