Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$795K Buy
2,743
+968
+55% +$280K 0.01% 115
2025
Q1
$536K Sell
1,775
-207
-10% -$62.5K 0.01% 156
2024
Q4
$548K Buy
1,982
+1,010
+104% +$279K 0.01% 145
2024
Q3
$280K Buy
+972
New +$280K 0.01% 152