Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$767K Buy
1,982
+200
+11% +$77.4K 0.13% 163
2025
Q1
$683K Sell
1,782
-118
-6% -$45.3K 0.14% 150
2024
Q4
$845K Sell
1,900
-147
-7% -$65.4K 0.17% 138
2024
Q3
$1.06M Sell
2,047
-902
-31% -$467K 0.24% 100
2024
Q2
$1.64M Buy
2,949
+1,200
+69% +$667K 0.51% 57
2024
Q1
$883K Buy
+1,749
New +$883K 0.33% 81