Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
+1,801
New +$257K ﹤0.01% 1268
2025
Q1
Sell
-2,093
Closed -$292K 1573
2024
Q4
$292K Sell
2,093
-28
-1% -$3.91K ﹤0.01% 1205
2024
Q3
$269K Buy
2,121
+264
+14% +$33.5K ﹤0.01% 1270
2024
Q2
$264K Buy
+1,857
New +$264K ﹤0.01% 1161