Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$855K Sell
2,690
-544
-17% -$173K 0.09% 46
2025
Q1
$838K Buy
3,234
+200
+7% +$51.8K 0.15% 40
2024
Q4
$1.23M Buy
3,034
+544
+22% +$220K 0.22% 31
2024
Q3
$651K Hold
2,490
0.12% 45
2024
Q2
$493K Hold
2,490
0.1% 50
2024
Q1
$438K Buy
+2,490
New +$438K 0.09% 51