Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
557
+177
+47% +$142K 0.01% 150
2025
Q1
$252K Buy
+380
New +$252K 0.01% 159
2024
Q4
Sell
-1,082
Closed -$902K 167
2024
Q3
$902K Sell
1,082
-71
-6% -$59.2K 0.02% 105
2024
Q2
$1.18M Buy
+1,153
New +$1.18M 0.03% 97