Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
4,346
+663
+18% +$60.9K 0.02% 374
2025
Q1
$324K Buy
3,683
+368
+11% +$32.4K 0.02% 392
2024
Q4
$307K Buy
3,315
+170
+5% +$15.7K 0.02% 401
2024
Q3
$292K Buy
+3,145
New +$292K 0.02% 404
2024
Q2
Sell
-2,581
Closed -$223K 478
2024
Q1
$223K Buy
+2,581
New +$223K 0.02% 426