Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
1,146
+29
+3% +$5.38K 0.08% 63
2025
Q1
$234K Sell
1,117
-48
-4% -$10.1K 0.09% 54
2024
Q4
$207K Buy
1,165
+64
+6% +$11.4K 0.08% 55
2024
Q3
$217K Buy
+1,101
New +$217K 0.08% 54