Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$883K Buy
1,883
+232
+14% +$109K 0.03% 314
2025
Q1
$769K Buy
1,651
+6
+0.4% +$2.79K 0.03% 316
2024
Q4
$689K Buy
1,645
+1,148
+231% +$481K 0.03% 347
2024
Q3
$237K Sell
497
-1
-0.2% -$477 0.01% 596
2024
Q2
$219K Buy
+498
New +$219K 0.01% 591