Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
3,147
+91
+3% +$14.4K 0.07% 47
2025
Q1
$331K Sell
3,056
-264
-8% -$28.6K 0.05% 46
2024
Q4
$446K Buy
3,320
+1,550
+88% +$208K 0.07% 41
2024
Q3
$215K Sell
1,770
-290
-14% -$35.2K 0.03% 54
2024
Q2
$255K Buy
2,060
+1,060
+106% +$131K 0.04% 50
2024
Q1
$90.4K Buy
+1,000
New +$90.4K 0.02% 52