Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Sell
13,298
-2,305
-15% -$83.9K 0.12% 347
2025
Q1
$516K Buy
+15,603
New +$516K 0.14% 320
2024
Q4
Sell
-11,965
Closed -$299K 856
2024
Q3
$299K Sell
11,965
-48,065
-80% -$1.2M 0.06% 484
2024
Q2
$1.37M Buy
+60,030
New +$1.37M 0.28% 111