Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
2,108
-137
-6% -$16.8K 0.02% 427
2025
Q1
$205K Buy
2,245
+83
+4% +$7.56K 0.01% 466
2024
Q4
$249K Buy
2,162
+425
+24% +$49K 0.02% 407
2024
Q3
$206K Buy
+1,737
New +$206K 0.01% 539