Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-976
Closed -$358K 538
2025
Q1
$358K Sell
976
-198
-17% -$72.7K 0.03% 331
2024
Q4
$474K Buy
+1,174
New +$474K 0.05% 238
2023
Q4
Sell
-1,330
Closed -$418K 611
2023
Q3
$418K Buy
+1,330
New +$418K 0.04% 239