Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
+274
New +$219K 0.1% 142
2025
Q1
Sell
-312
Closed -$216K 137
2024
Q4
$216K Buy
+312
New +$216K 0.1% 132
2024
Q3
Sell
-238
Closed -$220K 145
2024
Q2
$220K Buy
+238
New +$220K 0.1% 131