Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
+2,558
New +$331K 0.01% 417
2025
Q1
Sell
-1,857
Closed -$215K 498
2024
Q4
$215K Buy
1,857
+175
+10% +$20.3K ﹤0.01% 462
2024
Q3
$227K Hold
1,682
﹤0.01% 446
2024
Q2
$228K Hold
1,682
﹤0.01% 438
2024
Q1
$217K Buy
+1,682
New +$217K ﹤0.01% 449