Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$723K Sell
8,700
-846
-9% -$70.3K 0.01% 712
2025
Q1
$816K Buy
9,546
+1,042
+12% +$89.1K 0.01% 629
2024
Q4
$644K Buy
8,504
+896
+12% +$67.9K 0.01% 773
2024
Q3
$506K Buy
7,608
+1,460
+24% +$97K 0.01% 899
2024
Q2
$326K Buy
+6,148
New +$326K 0.01% 1056