Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.8K Sell
11,046
-2,473
-18% -$21.7K 0.01% 685
2025
Q1
$90K Sell
13,519
-201
-1% -$1.34K 0.01% 700
2024
Q4
$117K Buy
13,720
+65
+0.5% +$553 0.01% 695
2024
Q3
$108K Buy
13,655
+1,971
+17% +$15.7K 0.01% 698
2024
Q2
$83.7K Buy
+11,684
New +$83.7K 0.01% 706