Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$929K Sell
2,274
-671
-23% -$274K 0.01% 623
2025
Q1
$975K Buy
2,945
+5
+0.2% +$1.66K 0.02% 565
2024
Q4
$1.23M Sell
2,940
-337
-10% -$141K 0.02% 493
2024
Q3
$1.4M Buy
3,277
+388
+13% +$166K 0.02% 457
2024
Q2
$1.05M Buy
+2,889
New +$1.05M 0.02% 517