Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$666K Buy
4,956
+2,052
+71% +$276K 0.02% 532
2025
Q1
$288K Buy
2,904
+865
+42% +$85.8K 0.01% 729
2024
Q4
$291K Buy
+2,039
New +$291K 0.01% 657
2024
Q2
Sell
-1,758
Closed -$217K 712
2024
Q1
$217K Buy
+1,758
New +$217K 0.01% 677