Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Buy
11,915
+2,230
+23% +$121K 0.07% 282
2025
Q1
$488K Sell
9,685
-607
-6% -$30.6K 0.06% 314
2024
Q4
$467K Sell
10,292
-402
-4% -$18.3K 0.05% 334
2024
Q3
$508K Buy
10,694
+3,286
+44% +$156K 0.06% 317
2024
Q2
$340K Sell
7,408
-4,191
-36% -$192K 0.07% 284
2024
Q1
$502K Buy
+11,599
New +$502K 0.1% 231