Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$564K Sell
3,340
-429
-11% -$72.5K 0.16% 120
2025
Q1
$581K Buy
3,769
+1,413
+60% +$218K 0.18% 114
2024
Q4
$400K Buy
2,356
+910
+63% +$155K 0.12% 141
2024
Q3
$251K Buy
+1,446
New +$251K 0.07% 188