Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
1,632
+82
+5% +$24.6K 0.03% 297
2025
Q1
$431K Buy
1,550
+371
+31% +$103K 0.03% 281
2024
Q4
$265K Buy
+1,179
New +$265K 0.02% 356
2024
Q2
Sell
-885
Closed -$215K 444
2024
Q1
$215K Buy
+885
New +$215K 0.02% 353