Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
1,886
+65
+4% +$9.9K 0.1% 69
2025
Q1
$267K Buy
1,821
+17
+0.9% +$2.5K 0.11% 65
2024
Q4
$233K Sell
1,804
-24
-1% -$3.1K 0.09% 59
2024
Q3
$250K Buy
+1,828
New +$250K 0.1% 54