Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
+3,654
New +$315K ﹤0.01% 1348
2025
Q1
Sell
-5,770
Closed -$318K 1592
2024
Q4
$318K Buy
5,770
+1,358
+31% +$74.7K ﹤0.01% 1084
2024
Q3
$295K Buy
+4,412
New +$295K ﹤0.01% 1095