Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Buy
351
+120
+52% +$39.4K 0.05% 453
2025
Q1
$61.7K Sell
231
-370
-62% -$98.9K 0.03% 540
2024
Q4
$143K Buy
+601
New +$143K 0.18% 211