Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$979K Buy
5,343
+155
+3% +$28.4K 0.01% 601
2025
Q1
$911K Sell
5,188
-148
-3% -$26K 0.01% 585
2024
Q4
$994K Sell
5,336
-62
-1% -$11.6K 0.01% 583
2024
Q3
$1.03M Buy
5,398
+792
+17% +$151K 0.02% 560
2024
Q2
$817K Buy
+4,606
New +$817K 0.01% 597