Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
6,460
+270
+4% +$19.2K 0.46% 67
2025
Q1
$393K Sell
6,190
-80
-1% -$5.08K 0.43% 70
2024
Q4
$474K Sell
6,270
-455
-7% -$34.4K 0.5% 67
2024
Q3
$594K Buy
6,725
+349
+5% +$30.9K 0.61% 52
2024
Q2
$481K Buy
6,376
+355
+6% +$26.8K 0.48% 62
2024
Q1
$566K Hold
6,021
0.6% 46
2023
Q4
$645K Buy
+6,021
New +$645K 0.76% 34