Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$757K Sell
5,153
-46
-0.9% -$6.76K 0.03% 283
2025
Q1
$816K Sell
5,199
-81
-2% -$12.7K 0.04% 248
2024
Q4
$926K Buy
5,280
+3,834
+265% +$672K 0.05% 213
2024
Q3
$303K Buy
1,446
+32
+2% +$6.71K 0.02% 464
2024
Q2
$250K Buy
+1,414
New +$250K 0.02% 499