Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
866
+52
+6% +$16.5K 0.03% 439
2025
Q1
$274K Buy
814
+48
+6% +$16.2K 0.03% 416
2024
Q4
$264K Sell
766
-18
-2% -$6.21K 0.03% 418
2024
Q3
$265K Buy
784
+66
+9% +$22.3K 0.03% 426
2024
Q2
$211K Buy
718
+47
+7% +$13.8K 0.03% 477
2024
Q1
$220K Buy
+671
New +$220K 0.03% 471