Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
4,736
+141
+3% +$9.93K 0.01% 369
2025
Q1
$337K Buy
+4,595
New +$337K 0.01% 365
2024
Q4
Sell
-4,231
Closed -$279K 461
2024
Q3
$279K Sell
4,231
-2,171
-34% -$143K 0.01% 388
2024
Q2
$462K Buy
+6,402
New +$462K 0.01% 349