Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
4,431
+199
+5% +$12.8K 0.03% 682
2025
Q1
$283K Sell
4,232
-1,581
-27% -$106K 0.04% 587
2024
Q4
$386K Sell
5,813
-1,843
-24% -$122K 0.05% 394
2024
Q3
$469K Buy
7,656
+4,558
+147% +$279K 0.07% 216
2024
Q2
$184K Buy
3,098
+994
+47% +$59K 0.03% 626
2024
Q1
$130K Buy
+2,104
New +$130K 0.02% 842