Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
+311
New +$249K 0.01% 314
2024
Q4
Sell
-291
Closed -$242K 344
2024
Q3
$242K Buy
291
+34
+13% +$28.3K 0.01% 316
2024
Q2
$263K Buy
257
+34
+15% +$34.8K 0.01% 296
2024
Q1
$216K Sell
223
-107
-32% -$104K 0.01% 337
2023
Q4
$250K Buy
+330
New +$250K 0.01% 304