Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
19,330
+1,794
+10% +$33.4K ﹤0.01% 1322
2025
Q1
$204K Sell
17,536
-5,265
-23% -$61.2K ﹤0.01% 1673
2024
Q4
$467K Buy
22,801
+7,492
+49% +$154K ﹤0.01% 1309
2024
Q3
$188K Buy
+15,309
New +$188K ﹤0.01% 1747