Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,463
Closed -$301K 1068
2025
Q1
$301K Buy
1,463
+24
+2% +$4.93K 0.02% 708
2024
Q4
$263K Buy
1,439
+160
+13% +$29.2K 0.02% 773
2024
Q3
$263K Buy
+1,279
New +$263K 0.02% 775