Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Sell
3,628
-24
-0.7% -$4.06K 0.02% 383
2025
Q1
$516K Buy
3,652
+71
+2% +$10K 0.02% 402
2024
Q4
$567K Buy
3,581
+132
+4% +$20.9K 0.02% 393
2024
Q3
$438K Sell
3,449
-808
-19% -$103K 0.02% 447
2024
Q2
$461K Buy
4,257
+1,508
+55% +$163K 0.02% 406
2024
Q1
$251K Buy
+2,749
New +$251K 0.01% 534