Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
5,336
+997
+23% +$89.2K 0.05% 181
2025
Q1
$329K Buy
4,339
+458
+12% +$34.7K 0.05% 302
2024
Q4
$300K Sell
3,881
-1,107
-22% -$85.6K 0.04% 243
2024
Q3
$364K Sell
4,988
-1,445
-22% -$105K 0.05% 309
2024
Q2
$388K Buy
6,433
+1,256
+24% +$75.7K 0.06% 221
2024
Q1
$327K Buy
+5,177
New +$327K 0.06% 214