Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$786K Sell
9,000
-131
-1% -$11.4K 0.01% 681
2025
Q1
$624K Sell
9,131
-1,179
-11% -$80.5K 0.01% 735
2024
Q4
$804K Sell
10,310
-112
-1% -$8.74K 0.01% 666
2024
Q3
$690K Buy
10,422
+252
+2% +$16.7K 0.01% 745
2024
Q2
$1.14M Buy
+10,170
New +$1.14M 0.02% 483