Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Buy
1,650
+127
+8% +$45.3K 0.01% 206
2025
Q1
$414K Buy
1,523
+300
+25% +$81.5K 0.01% 229
2024
Q4
$406K Buy
1,223
+292
+31% +$96.9K 0.01% 214
2024
Q3
$309K Hold
931
﹤0.01% 229
2024
Q2
$292K Sell
931
-9
-1% -$2.82K ﹤0.01% 230
2024
Q1
$294K Buy
+940
New +$294K ﹤0.01% 230