Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$680K Buy
3,174
+1,811
+133% +$388K 0.23% 32
2025
Q1
$303K Buy
1,363
+97
+8% +$21.5K 0.13% 42
2024
Q4
$317K Sell
1,266
-12
-0.9% -$3.01K 0.14% 37
2024
Q3
$298K Buy
+1,278
New +$298K 0.13% 37