Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Buy
10,536
+2,596
+33% +$84.2K 0.03% 330
2025
Q1
$246K Sell
7,940
-133
-2% -$4.11K 0.03% 382
2024
Q4
$221K Buy
8,073
+173
+2% +$4.73K 0.03% 411
2024
Q3
$239K Buy
+7,900
New +$239K 0.03% 367
2022
Q2
Sell
-12,255
Closed -$419K 381
2022
Q1
$419K Buy
+12,255
New +$419K 0.01% 562