Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$556K Sell
2,331
-211
-8% -$50.4K 0.17% 109
2025
Q1
$620K Buy
2,542
+260
+11% +$63.4K 0.21% 98
2024
Q4
$634K Buy
2,282
+137
+6% +$38K 0.22% 93
2024
Q3
$587K Sell
2,145
-90
-4% -$24.6K 0.21% 102
2024
Q2
$670K Buy
2,235
+114
+5% +$34.2K 0.26% 83
2024
Q1
$615K Buy
+2,121
New +$615K 0.25% 93