Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Buy
3,113
+67
+2% +$12.4K 0.11% 181
2025
Q1
$546K Buy
3,046
+163
+6% +$29.2K 0.12% 165
2024
Q4
$510K Sell
2,883
-78
-3% -$13.8K 0.11% 163
2024
Q3
$562K Buy
2,961
+142
+5% +$26.9K 0.14% 137
2024
Q2
$474K Buy
+2,819
New +$474K 0.14% 126
2023
Q4
$424K Buy
+2,739
New +$424K 0.17% 119