Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,203
Closed -$207K 176
2025
Q1
$207K Buy
8,203
+165
+2% +$4.17K 0.03% 154
2024
Q4
$276K Buy
8,038
+178
+2% +$6.12K 0.04% 149
2024
Q3
$389K Sell
7,860
-58
-0.7% -$2.87K 0.06% 126
2024
Q2
$424K Buy
+7,918
New +$424K 0.06% 116