Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$580K Sell
6,219
-16
-0.3% -$1.49K 0.1% 105
2025
Q1
$454K Sell
6,235
-434
-7% -$31.6K 0.09% 102
2024
Q4
$402K Buy
6,669
+182
+3% +$11K 0.08% 108
2024
Q3
$488K Sell
6,487
-1,778
-22% -$134K 0.1% 90
2024
Q2
$601K Buy
+8,265
New +$601K 0.16% 78