Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Sell
6,103
-3,683
-38% -$180K 0.06% 192
2025
Q1
$543K Sell
9,786
-1,732
-15% -$96.1K 0.12% 107
2024
Q4
$556K Sell
11,518
-3,736
-24% -$180K 0.13% 103
2024
Q3
$879K Buy
15,254
+578
+4% +$33.3K 0.21% 91
2024
Q2
$712K Buy
+14,676
New +$712K 0.19% 92