Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
10,623
+110
+1% +$3.29K 0.11% 140
2025
Q1
$355K Buy
10,513
+1,281
+14% +$43.3K 0.13% 130
2024
Q4
$273K Buy
9,232
+950
+11% +$28.1K 0.11% 148
2024
Q3
$260K Hold
8,282
0.1% 153
2024
Q2
$299K Buy
+8,282
New +$299K 0.12% 141
2024
Q1
Sell
-6,719
Closed -$238K 367
2023
Q4
$238K Buy
+6,719
New +$238K 0.1% 156