Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$723K Sell
4,747
-484
-9% -$73.7K 0.72% 40
2025
Q1
$768K Buy
5,231
+156
+3% +$22.9K 0.5% 47
2024
Q4
$655K Sell
5,075
-370
-7% -$47.8K 0.42% 56
2024
Q3
$744K Buy
5,445
+632
+13% +$86.4K 0.5% 48
2024
Q2
$492K Sell
4,813
-1,021
-18% -$104K 0.35% 64
2024
Q1
$517K Buy
+5,834
New +$517K 0.39% 61