Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$658K Buy
821
+1
+0.1% +$802 0.06% 150
2025
Q1
$544K Buy
820
+142
+21% +$94.1K 0.05% 156
2024
Q4
$470K Sell
678
-589
-46% -$408K 0.05% 146
2024
Q3
$878K Buy
1,267
+398
+46% +$276K 0.09% 98
2024
Q2
$888K Buy
869
+831
+2,187% +$849K 0.1% 71
2024
Q1
$36.9K Buy
+38
New +$36.9K 0.01% 301