Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
680
-118
-15% -$45.6K 0.06% 196
2025
Q1
$306K Buy
798
+45
+6% +$17.3K 0.09% 173
2024
Q4
$335K Sell
753
-84
-10% -$37.4K 0.1% 160
2024
Q3
$433K Buy
837
+288
+52% +$149K 0.16% 114
2024
Q2
$305K Sell
549
-43
-7% -$23.9K 0.16% 139
2024
Q1
$299K Buy
+592
New +$299K 0.28% 102