Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
9,635
+1,872
+24% +$66.8K 0.01% 252
2025
Q1
$286K Sell
7,763
-2,287
-23% -$84.4K 0.01% 277
2024
Q4
$377K Buy
10,050
+2,873
+40% +$108K 0.01% 196
2024
Q3
$300K Buy
+7,177
New +$300K 0.01% 140