Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
4,279
+1,579
+58% +$145K 0.12% 191
2025
Q1
$238K Buy
2,700
+358
+15% +$31.5K 0.11% 211
2024
Q4
$217K Sell
2,342
-16
-0.7% -$1.48K 0.11% 164
2024
Q3
$219K Buy
+2,358
New +$219K 0.13% 174
2024
Q2
Sell
-2,439
Closed -$210K 197
2024
Q1
$210K Buy
+2,439
New +$210K 0.14% 162