Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
1,246
-273
-18% -$63.2K 0.03% 140
2025
Q1
$332K Buy
+1,519
New +$332K 0.04% 88
2024
Q4
Sell
-2,070
Closed -$345K 399
2024
Q3
$345K Sell
2,070
-1,652
-44% -$275K 0.02% 193
2024
Q2
$532K Buy
+3,722
New +$532K 0.01% 626