Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$205K Sell
7,413
-299
-4% -$8.28K 0.01% 232
2024
Q4
$252K Buy
7,712
+135
+2% +$4.41K 0.02% 196
2024
Q3
$272K Buy
7,577
+83
+1% +$2.98K 0.02% 183
2024
Q2
$262K Buy
+7,494
New +$262K 0.02% 172