Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Buy
2,951
+41
+1% +$7.51K 0.21% 120
2025
Q1
$511K Sell
2,910
-117
-4% -$20.6K 0.21% 129
2024
Q4
$568K Buy
3,027
+30
+1% +$5.63K 0.24% 108
2024
Q3
$578K Sell
2,997
-38
-1% -$7.33K 0.25% 104
2024
Q2
$548K Buy
3,035
+191
+7% +$34.5K 0.26% 90
2024
Q1
$504K Buy
+2,844
New +$504K 0.25% 97