Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
3,626
+558
+18% +$54.6K ﹤0.01% 1079
2025
Q1
$234K Sell
3,068
-140
-4% -$10.7K ﹤0.01% 1234
2024
Q4
$243K Sell
3,208
-1,236
-28% -$93.5K ﹤0.01% 1308
2024
Q3
$297K Buy
4,444
+1,208
+37% +$80.8K ﹤0.01% 1209
2024
Q2
$211K Buy
+3,236
New +$211K ﹤0.01% 1312