Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
2,174
+709
+48% +$130K 0.01% 682
2025
Q1
$257K Sell
1,465
-146
-9% -$25.6K 0.02% 463
2024
Q4
$302K Buy
+1,611
New +$302K 0.02% 481