Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
474
-228
-32% -$183K 0.01% 98
2025
Q1
$430K Buy
702
+253
+56% +$155K 0.01% 184
2024
Q4
$311K Buy
+449
New +$311K 0.01% 107