Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
45
+11
+32% +$81.2K 0.1% 251
2025
Q1
$246K Buy
+34
New +$246K 0.08% 274
2024
Q3
Sell
-36
Closed -$273K 343
2024
Q2
$273K Buy
+36
New +$273K 0.1% 265