Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
3,644
-2,246
-38% -$275K 0.04% 363
2025
Q1
$537K Buy
5,890
+2,654
+82% +$242K 0.06% 283
2024
Q4
$373K Sell
3,236
-588
-15% -$67.8K 0.04% 387
2024
Q3
$453K Buy
3,824
+1,202
+46% +$142K 0.05% 327
2024
Q2
$362K Buy
+2,622
New +$362K 0.04% 379