Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
10,176
-878
-8% -$22.9K 0.01% 793
2025
Q1
$281K Buy
11,054
+339
+3% +$8.61K 0.01% 757
2024
Q4
$227K Buy
10,715
+140
+1% +$2.96K 0.01% 820
2024
Q3
$204K Buy
+10,575
New +$204K 0.01% 831