Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
+1,195
New +$271K 0.17% 48
2025
Q1
Sell
-1,195
Closed -$236K 61
2024
Q4
$236K Sell
1,195
-315
-21% -$62.2K 0.16% 53
2024
Q3
$262K Buy
+1,510
New +$262K 0.17% 52