Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,280
Closed -$237K 775
2025
Q1
$237K Buy
6,280
+287
+5% +$10.8K 0.1% 355
2024
Q4
$277K Buy
+5,993
New +$277K 0.12% 270
2024
Q3
Sell
-4,849
Closed -$266K 599
2024
Q2
$266K Buy
+4,849
New +$266K 0.06% 375