Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
1,715
-482
-22% -$73.4K 0.23% 48
2025
Q1
$323K Sell
2,197
-23
-1% -$3.38K 0.2% 50
2024
Q4
$287K Buy
2,220
+12
+0.5% +$1.55K 0.19% 52
2024
Q3
$302K Buy
+2,208
New +$302K 0.22% 45
2024
Q1
Sell
-3,399
Closed -$311K 68
2023
Q4
$311K Buy
+3,399
New +$311K 0.26% 43