Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
1,996
-57
-3% -$5.99K 0.04% 320
2025
Q1
$230K Buy
2,053
+89
+5% +$9.95K 0.04% 256
2024
Q4
$208K Sell
1,964
-404
-17% -$42.7K 0.04% 244
2024
Q3
$299K Buy
+2,368
New +$299K 0.07% 169