Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$606K Buy
2,773
+707
+34% +$155K 0.09% 103
2025
Q1
$289K Sell
2,066
-8
-0.4% -$1.12K 0.05% 168
2024
Q4
$346K Buy
2,074
+567
+38% +$94.5K 0.06% 153
2024
Q3
$257K Buy
+1,507
New +$257K 0.05% 172