Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$177K Buy
15,010
+423
+3% +$5K 0.01% 515
2025
Q1
$93.7K Buy
14,587
+979
+7% +$6.29K 0.01% 492
2024
Q4
$129K Buy
13,608
+1,666
+14% +$15.8K 0.01% 578
2024
Q3
$97.6K Buy
+11,942
New +$97.6K 0.01% 608
2024
Q2
Sell
-13,231
Closed -$104K 267
2024
Q1
$104K Buy
+13,231
New +$104K 0.01% 542