Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Sell
19,200
-1,244
-6% -$114K 0.03% 94
2025
Q1
$1.8M Buy
20,444
+322
+2% +$28.3K 0.03% 100
2024
Q4
$1.86M Buy
20,122
+504
+3% +$46.6K 0.03% 102
2024
Q3
$1.82M Buy
19,618
+3,407
+21% +$316K 0.06% 76
2024
Q2
$1.22M Buy
16,211
+669
+4% +$50.2K 0.04% 118
2024
Q1
$1.34M Buy
+15,542
New +$1.34M 0.04% 98