Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
1,134
+90
+9% +$20.1K 0.04% 187
2025
Q1
$215K Buy
+1,044
New +$215K 0.04% 197
2024
Q4
Sell
-1,010
Closed -$208K 223
2024
Q3
$208K Buy
+1,010
New +$208K 0.04% 198
2022
Q4
Sell
-2,256
Closed -$219K 180
2022
Q3
$219K Buy
+2,256
New +$219K 0.06% 126