Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
+2,118
New +$230K ﹤0.01% 1330
2025
Q1
Sell
-2,668
Closed -$227K 1525
2024
Q4
$227K Buy
2,668
+288
+12% +$24.5K ﹤0.01% 1352
2024
Q3
$213K Buy
+2,380
New +$213K ﹤0.01% 1437