Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$569K Sell
2,602
-722
-22% -$158K 0.16% 101
2025
Q1
$465K Buy
3,324
+56
+2% +$7.83K 0.12% 122
2024
Q4
$545K Buy
3,268
+1,346
+70% +$224K 0.09% 94
2024
Q3
$328K Buy
+1,922
New +$328K 0.08% 115