Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
1,660
+177
+12% +$40.1K 0.19% 129
2025
Q1
$246K Buy
1,483
+291
+24% +$48.3K 0.13% 151
2024
Q4
$235K Buy
+1,192
New +$235K 0.13% 154
2024
Q3
Sell
-1,290
Closed -$224K 183
2024
Q2
$224K Buy
+1,290
New +$224K 0.13% 151