Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$767K Sell
8,415
-187
-2% -$17K 0.09% 122
2025
Q1
$657K Buy
8,602
+3,817
+80% +$292K 0.09% 128
2024
Q4
$313K Sell
4,785
-1,815
-28% -$119K 0.05% 198
2024
Q3
$360K Sell
6,600
-9,183
-58% -$501K 0.05% 324
2024
Q2
$792K Buy
15,783
+2,248
+17% +$113K 0.13% 100
2024
Q1
$634K Buy
+13,535
New +$634K 0.11% 117