Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
2,223
-65
-3% -$7.97K 0.04% 132
2025
Q1
$209K Buy
+2,288
New +$209K 0.03% 156
2024
Q4
Sell
-1,726
Closed -$205K 168
2024
Q3
$205K Buy
1,726
+172
+11% +$20.4K 0.03% 165
2024
Q2
$214K Buy
+1,554
New +$214K 0.03% 125