Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
1,645
+61
+4% +$10.9K 0.07% 314
2025
Q1
$254K Buy
+1,584
New +$254K 0.08% 295
2024
Q4
Sell
-1,089
Closed -$247K 389
2024
Q3
$247K Buy
+1,089
New +$247K 0.07% 323