Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
3,395
+458
+16% +$48.8K 0.02% 393
2025
Q1
$258K Buy
2,937
+327
+13% +$28.7K 0.02% 440
2024
Q4
$303K Buy
2,610
+17
+0.7% +$1.97K 0.02% 406
2024
Q3
$320K Sell
2,593
-32
-1% -$3.95K 0.02% 384
2024
Q2
$338K Buy
2,625
+133
+5% +$17.1K 0.02% 363
2024
Q1
$262K Buy
2,492
+114
+5% +$12K 0.02% 400
2023
Q4
$210K Buy
+2,378
New +$210K 0.02% 415