Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
6,641
-22
-0.3% -$919 0.09% 109
2025
Q1
$281K Sell
6,663
-618
-8% -$26.1K 0.09% 109
2024
Q4
$354K Buy
7,281
+100
+1% +$4.86K 0.11% 100
2024
Q3
$474K Buy
7,181
+134
+2% +$8.84K 0.15% 91
2024
Q2
$406K Buy
+7,047
New +$406K 0.13% 96