Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
1,978
-165
-8% -$28.4K 0.02% 455
2025
Q1
$332K Buy
2,143
+257
+14% +$39.8K 0.02% 437
2024
Q4
$347K Buy
1,886
+375
+25% +$69K 0.02% 418
2024
Q3
$273K Buy
1,511
+356
+31% +$64.3K 0.02% 457
2024
Q2
$210K Buy
+1,155
New +$210K 0.01% 484