Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
5,058
-340
-6% -$16.7K 0.01% 732
2025
Q1
$305K Sell
5,398
-83
-2% -$4.7K 0.01% 604
2024
Q4
$315K Buy
5,481
+492
+10% +$28.2K 0.01% 529
2024
Q3
$261K Buy
4,989
+40
+0.8% +$2.1K 0.01% 479
2024
Q2
$268K Buy
+4,949
New +$268K 0.01% 435