Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
20,046
+4,599
+30% +$111K 0.01% 192
2025
Q1
$391K Sell
15,447
-2,256
-13% -$57.2K 0.01% 212
2024
Q4
$470K Buy
17,703
+8,967
+103% +$238K 0.01% 161
2024
Q3
$253K Buy
+8,736
New +$253K 0.01% 167