Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$436K Buy
1,374
+104
+8% +$33K 0.1% 60
2025
Q1
$329K Sell
1,270
-1,030
-45% -$267K 0.08% 64
2024
Q4
$672K Buy
2,300
+728
+46% +$213K 0.17% 43
2024
Q3
$411K Buy
1,572
+481
+44% +$126K 0.11% 57
2024
Q2
$216K Buy
+1,091
New +$216K 0.07% 76