Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$607K Sell
18,134
-522
-3% -$17.5K 0.01% 794
2025
Q1
$543K Sell
18,656
-1,943
-9% -$56.6K 0.01% 786
2024
Q4
$763K Sell
20,599
-3,057
-13% -$113K 0.01% 684
2024
Q3
$701K Buy
23,656
+1,133
+5% +$33.6K 0.01% 736
2024
Q2
$563K Buy
+22,523
New +$563K 0.01% 761