Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$788K Buy
10,409
+1,743
+20% +$132K 0.02% 465
2025
Q1
$650K Sell
8,666
-122
-1% -$9.16K 0.02% 452
2024
Q4
$672K Buy
8,788
+5,492
+167% +$420K 0.02% 391
2024
Q3
$257K Sell
3,296
-178
-5% -$13.9K 0.01% 480
2024
Q2
$248K Buy
+3,474
New +$248K 0.01% 447