Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
2,610
-28
-1% -$2.95K 0.18% 120
2025
Q1
$293K Buy
2,638
+45
+2% +$5K 0.19% 122
2024
Q4
$268K Buy
2,593
+517
+25% +$53.5K 0.17% 133
2024
Q3
$232K Buy
+2,076
New +$232K 0.15% 151