Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
+2,079
New +$219K 0.02% 517
2025
Q1
Sell
-2,395
Closed -$248K 533
2024
Q4
$248K Buy
2,395
+459
+24% +$47.5K 0.03% 454
2024
Q3
$216K Buy
+1,936
New +$216K 0.03% 467
2024
Q2
Sell
-2,507
Closed -$215K 406
2024
Q1
$215K Buy
+2,507
New +$215K 0.04% 376