Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.29M Sell
20,314
-1,305
-6% -$211K 0.23% 105
2025
Q1
$2.31M Buy
21,619
+2,896
+15% +$309K 0.18% 112
2024
Q4
$2.31M Sell
18,723
-974
-5% -$120K 0.17% 104
2024
Q3
$2.82M Sell
19,697
-401
-2% -$57.3K 0.22% 95
2024
Q2
$3.29M Buy
+20,098
New +$3.29M 0.25% 93