Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
843
+31
+4% +$14.5K 0.01% 156
2025
Q1
$378K Buy
812
+212
+35% +$98.7K 0.01% 144
2024
Q4
$251K Sell
600
-9
-1% -$3.77K 0.01% 168
2024
Q3
$290K Sell
609
-11
-2% -$5.25K 0.01% 160
2024
Q2
$272K Buy
620
+42
+7% +$18.4K 0.01% 170
2024
Q1
$268K Buy
+578
New +$268K 0.01% 168