Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
4,036
+203
+5% +$15.4K 0.11% 132
2025
Q1
$274K Buy
+3,833
New +$274K 0.12% 125
2024
Q4
Sell
-3,637
Closed -$304K 125
2024
Q3
$304K Buy
+3,637
New +$304K 0.17% 100