Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Sell
8,612
-1,036
-11% -$58.5K 0.01% 910
2025
Q1
$521K Buy
9,648
+518
+6% +$28K 0.01% 810
2024
Q4
$424K Sell
9,130
-562
-6% -$26.1K 0.01% 989
2024
Q3
$490K Buy
9,692
+356
+4% +$18K 0.01% 918
2024
Q2
$451K Buy
+9,336
New +$451K 0.01% 862