Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
5,308
-200
-4% -$10.4K 0.13% 83
2025
Q1
$403K Sell
5,508
-224
-4% -$16.4K 0.22% 69
2024
Q4
$430K Sell
5,732
-656
-10% -$49.2K 0.24% 69
2024
Q3
$504K Sell
6,388
-846
-12% -$66.8K 0.29% 64
2024
Q2
$536K Sell
7,234
-419
-5% -$31K 0.33% 64
2024
Q1
$658K Buy
+7,653
New +$658K 0.44% 58