Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
578
+39
+7% +$15.1K 0.04% 112
2025
Q1
$207K Buy
+539
New +$207K 0.05% 108
2024
Q4
Sell
-393
Closed -$203K 101
2024
Q3
$203K Buy
393
+23
+6% +$11.9K 0.05% 89
2024
Q2
$206K Sell
370
-201
-35% -$112K 0.05% 87
2024
Q1
$288K Buy
571
+23
+4% +$11.6K 0.07% 70
2023
Q4
$327K Buy
548
+4
+0.7% +$2.39K 0.09% 60
2023
Q3
$277K Buy
+544
New +$277K 0.08% 62