Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$833K Buy
8,925
+139
+2% +$13K 0.31% 53
2025
Q1
$640K Buy
8,786
+1,041
+13% +$75.8K 0.26% 61
2024
Q4
$467K Sell
7,745
-6
-0.1% -$362 0.19% 79
2024
Q3
$583K Hold
7,751
0.23% 73
2024
Q2
$563K Buy
+7,751
New +$563K 0.23% 68