Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Sell
5,205
-677
-12% -$68.1K 0.05% 241
2025
Q1
$449K Buy
5,882
+316
+6% +$24.1K 0.04% 257
2024
Q4
$384K Buy
5,566
+600
+12% +$41.4K 0.04% 286
2024
Q3
$363K Buy
4,966
+138
+3% +$10.1K 0.04% 304
2024
Q2
$323K Buy
+4,828
New +$323K 0.03% 312