Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
21,668
+368
+2% +$3.82K 0.01% 863
2025
Q1
$219K Sell
21,300
-889
-4% -$9.15K 0.01% 846
2024
Q4
$212K Sell
22,189
-2,953
-12% -$28.2K 0.01% 875
2024
Q3
$266K Buy
25,142
+490
+2% +$5.18K 0.02% 768
2024
Q2
$204K Buy
24,652
+4,811
+24% +$39.7K 0.01% 813
2024
Q1
$168K Buy
+19,841
New +$168K 0.01% 929