Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Buy
+2,651
New +$197K 0.14% 138
2025
Q1
Sell
-2,710
Closed -$231K 133
2024
Q4
$231K Buy
2,710
+22
+0.8% +$1.88K 0.22% 106
2024
Q3
$210K Buy
+2,688
New +$210K 0.21% 120