Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Sell
8,050
-2,070
-20% -$132K 0.01% 882
2025
Q1
$701K Buy
10,120
+1,166
+13% +$80.8K 0.01% 680
2024
Q4
$524K Sell
8,954
-1,415
-14% -$82.9K 0.01% 881
2024
Q3
$662K Buy
10,369
+2,845
+38% +$182K 0.01% 762
2024
Q2
$383K Buy
+7,524
New +$383K 0.01% 955