Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
11,630
-448
-4% -$9.1K 0.12% 399
2025
Q1
$243K Sell
12,078
-5,734
-32% -$115K 0.11% 444
2024
Q4
$477K Buy
17,812
+11,110
+166% +$298K 0.2% 124
2024
Q3
$222K Buy
+6,702
New +$222K 0.13% 402
2024
Q2
Sell
-87
Closed -$3.06K 1651
2024
Q1
$3.06K Buy
+87
New +$3.06K ﹤0.01% 1332