Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Buy
696
+167
+32% +$29.8K 0.02% 828
2025
Q1
$84.6K Buy
529
+134
+34% +$21.4K 0.02% 569
2024
Q4
$68.6K Sell
395
-3
-0.8% -$521 0.02% 454
2024
Q3
$90.1K Buy
+398
New +$90.1K 0.03% 366