Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
4,790
+2,335
+95% +$132K 0.06% 286
2025
Q1
$134K Buy
2,455
+130
+6% +$7.12K 0.03% 399
2024
Q4
$146K Buy
2,325
+1,818
+359% +$114K 0.02% 309
2024
Q3
$31.3K Sell
507
-2,989
-85% -$185K 0.01% 927
2024
Q2
$218K Buy
3,496
+2,847
+439% +$178K 0.06% 137
2024
Q1
$47.3K Buy
+649
New +$47.3K 0.01% 453