Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
5,598
-715
-11% -$139K 0.02% 567
2025
Q1
$741K Sell
6,313
-158
-2% -$18.6K 0.01% 665
2024
Q4
$905K Sell
6,471
-56
-0.9% -$7.83K 0.01% 615
2024
Q3
$800K Buy
6,527
+1,230
+23% +$151K 0.01% 662
2024
Q2
$462K Buy
+5,297
New +$462K 0.01% 845