Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Buy
2,276
+735
+48% +$160K 0.03% 514
2025
Q1
$210K Buy
+1,541
New +$210K 0.01% 794
2021
Q4
Sell
-1,250
Closed -$73K 618
2021
Q3
$73K Buy
+1,250
New +$73K 0.01% 577