Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
372
-993
-73% -$784K 0.09% 50
2025
Q1
$840K Buy
1,365
+146
+12% +$89.8K 0.27% 35
2024
Q4
$768K Buy
1,219
+164
+16% +$103K 0.26% 32
2024
Q3
$656K Buy
1,055
+107
+11% +$66.6K 0.23% 29
2024
Q2
$623K Buy
948
+393
+71% +$258K 0.24% 29
2024
Q1
$361K Buy
+555
New +$361K 0.15% 30