Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
+522
New +$202K 0.05% 228
2024
Q4
Sell
-398
Closed -$206K 213
2024
Q3
$206K Buy
398
+14
+4% +$7.25K 0.07% 199
2024
Q2
$213K Sell
384
-63
-14% -$35K 0.08% 174
2024
Q1
$226K Buy
447
+98
+28% +$49.5K 0.1% 142
2023
Q4
$208K Buy
+349
New +$208K 0.13% 133