Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Sell
5,305
-109
-2% -$10.2K 0.02% 229
2025
Q1
$394K Buy
5,414
+308
+6% +$22.4K 0.02% 251
2024
Q4
$308K Buy
5,106
+1,006
+25% +$60.7K 0.02% 309
2024
Q3
$308K Sell
4,100
-6,252
-60% -$470K 0.02% 258
2024
Q2
$752K Buy
10,352
+6,612
+177% +$481K 0.04% 143
2024
Q1
$288K Buy
+3,740
New +$288K 0.02% 280