Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
10,180
+115
+1% +$2.99K 0.06% 257
2025
Q1
$256K Buy
10,065
+26
+0.3% +$660 0.06% 252
2024
Q4
$212K Sell
10,039
-356
-3% -$7.53K 0.05% 297
2024
Q3
$201K Buy
+10,395
New +$201K 0.05% 295
2024
Q1
Sell
-11,400
Closed -$216K 339
2023
Q4
$216K Buy
+11,400
New +$216K 0.07% 259