Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
6,295
+684
+12% +$47.4K 0.01% 744
2025
Q1
$390K Buy
5,611
+100
+2% +$6.95K 0.01% 715
2024
Q4
$400K Buy
5,511
+209
+4% +$15.2K 0.01% 690
2024
Q3
$445K Sell
5,302
-131
-2% -$11K 0.01% 646
2024
Q2
$362K Sell
5,433
-15
-0.3% -$1K 0.01% 612
2024
Q1
$376K Buy
+5,448
New +$376K 0.01% 621