Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Buy
2,745
+120
+5% +$16.3K 0.14% 120
2025
Q1
$348K Buy
+2,625
New +$348K 0.15% 109
2024
Q4
Sell
-2,326
Closed -$265K 88
2024
Q3
$265K Buy
+2,326
New +$265K 0.15% 107