Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$586K Buy
4,781
+688
+17% +$84.3K 0.05% 161
2025
Q1
$373K Sell
4,093
-297
-7% -$27.1K 0.04% 193
2024
Q4
$506K Buy
4,390
+3,211
+272% +$370K 0.05% 137
2024
Q3
$159K Sell
1,179
-1,234
-51% -$166K 0.02% 323
2024
Q2
$333K Buy
2,413
+2,400
+18,462% +$331K 0.04% 163
2024
Q1
$1.45K Buy
+13
New +$1.45K ﹤0.01% 777