Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Buy
18,530
+5,056
+38% +$43.7K 0.04% 587
2025
Q1
$119K Buy
+13,474
New +$119K 0.04% 497
2024
Q3
Sell
-10,566
Closed -$87.6K 617
2024
Q2
$87.6K Buy
+10,566
New +$87.6K 0.02% 549