Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
1,401
+133
+10% +$19.1K 0.06% 189
2025
Q1
$212K Buy
+1,268
New +$212K 0.08% 143
2024
Q4
Sell
-1,253
Closed -$203K 164
2024
Q3
$203K Sell
1,253
-66
-5% -$10.7K 0.07% 146
2024
Q2
$203K Buy
+1,319
New +$203K 0.08% 130