Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$838K Sell
9,377
-157
-2% -$14K 0.01% 655
2025
Q1
$723K Sell
9,534
-1,156
-11% -$87.7K 0.01% 671
2024
Q4
$827K Sell
10,690
-2,100
-16% -$163K 0.01% 652
2024
Q3
$934K Buy
12,790
+564
+5% +$41.2K 0.01% 596
2024
Q2
$729K Buy
+12,226
New +$729K 0.01% 647