Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
9,295
+138
+2% +$3.35K 0.05% 217
2025
Q1
$232K Sell
9,157
-2,106
-19% -$53.4K 0.07% 224
2024
Q4
$299K Sell
11,263
-5,367
-32% -$142K 0.09% 185
2024
Q3
$481K Buy
16,630
+3,722
+29% +$108K 0.18% 102
2024
Q2
$361K Buy
+12,908
New +$361K 0.19% 118