Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
+1,669
New +$270K 0.09% 65
2025
Q1
Sell
-1,777
Closed -$219K 77
2024
Q4
$219K Sell
1,777
-170
-9% -$21K 0.08% 74
2024
Q3
$278K Sell
1,947
-600
-24% -$85.8K 0.1% 66
2024
Q2
$417K Buy
2,547
+600
+31% +$98.2K 0.16% 57
2024
Q1
$243K Buy
+1,947
New +$243K 0.09% 74