Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Sell
17,369
-228
-1% -$5.02K 0.01% 347
2025
Q1
$393K Sell
17,597
-2,823
-14% -$63.1K 0.02% 339
2024
Q4
$352K Buy
20,420
+2,342
+13% +$40.4K 0.01% 344
2024
Q3
$303K Buy
18,078
+6,684
+59% +$112K 0.01% 312
2024
Q2
$326K Buy
+11,394
New +$326K 0.01% 296