Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
5,405
+568
+12% +$42.3K 0.01% 397
2025
Q1
$328K Sell
4,837
-200
-4% -$13.5K 0.01% 392
2024
Q4
$312K Buy
5,037
+78
+2% +$4.83K 0.01% 387
2024
Q3
$323K Buy
4,959
+22
+0.4% +$1.43K 0.01% 366
2024
Q2
$265K Buy
+4,937
New +$265K 0.01% 372