Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
412
+25
+6% +$19.7K 0.02% 586
2025
Q1
$238K Sell
387
-13
-3% -$7.98K 0.01% 620
2024
Q4
$251K Buy
+400
New +$251K 0.01% 579
2024
Q3
Sell
-394
Closed -$259K 501
2024
Q2
$259K Buy
+394
New +$259K 0.02% 538