Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$741K Sell
3,991
-1,213
-23% -$225K 0.74% 38
2025
Q1
$1.09M Buy
5,204
+327
+7% +$68.5K 0.71% 37
2024
Q4
$867K Buy
4,877
+44
+0.9% +$7.82K 0.56% 43
2024
Q3
$955K Sell
4,833
-60
-1% -$11.9K 0.64% 40
2024
Q2
$839K Sell
4,893
-338
-6% -$58K 0.6% 43
2024
Q1
$952K Buy
+5,231
New +$952K 0.72% 39