Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
393
+10
+3% +$13.4K 0.02% 335
2025
Q1
$357K Sell
383
-5
-1% -$4.66K 0.02% 114
2024
Q4
$345K Buy
388
+102
+36% +$90.7K 0.02% 113
2024
Q3
$203K Buy
+286
New +$203K 0.01% 122