Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60K Buy
+600
New +$60K 0.04% 110
2025
Q1
Sell
-5,290
Closed -$417K 229
2024
Q4
$417K Hold
5,290
0.27% 43
2024
Q3
$393K Hold
5,290
0.28% 49
2024
Q2
$495K Buy
5,290
+1,575
+42% +$147K 0.35% 39
2024
Q1
$389K Sell
3,715
-150
-4% -$15.7K 0.28% 52
2023
Q4
$350K Buy
+3,865
New +$350K 0.31% 52