Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Sell
30,372
-3,194
-10% -$66.4K 0.05% 237
2025
Q1
$594K Buy
33,566
+1,828
+6% +$32.4K 0.05% 212
2024
Q4
$493K Buy
31,738
+5,146
+19% +$79.9K 0.04% 229
2024
Q3
$409K Buy
26,592
+9,537
+56% +$147K 0.04% 236
2024
Q2
$233K Buy
17,055
+6,471
+61% +$88.5K 0.02% 305
2024
Q1
$148K Buy
+10,584
New +$148K 0.02% 306