Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Sell
1,237
-80
-6% -$23.6K 0.35% 53
2025
Q1
$328K Buy
1,317
+42
+3% +$10.4K 0.33% 55
2024
Q4
$280K Sell
1,275
-23
-2% -$5.06K 0.28% 65
2024
Q3
$287K Buy
1,298
+133
+11% +$29.4K 0.28% 61
2024
Q2
$202K Buy
+1,165
New +$202K 0.21% 77
2023
Q4
$201K Buy
+1,227
New +$201K 0.25% 62