Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
4,943
+1,464
+42% +$137K 0.04% 204
2025
Q1
$253K Sell
3,479
-1,197
-26% -$87.2K 0.02% 384
2024
Q4
$282K Buy
4,676
+464
+11% +$28K 0.02% 450
2024
Q3
$317K Buy
+4,212
New +$317K 0.02% 382