Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Buy
4,448
+456
+11% +$52.6K 0.17% 66
2025
Q1
$381K Sell
3,992
-1
-0% -$95 0.14% 75
2024
Q4
$425K Buy
3,993
+40
+1% +$4.25K 0.16% 65
2024
Q3
$317K Buy
+3,953
New +$317K 0.12% 76