Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
25,537
+2,717
+12% +$34.8K 0.01% 453
2025
Q1
$235K Sell
22,820
-727
-3% -$7.49K 0.01% 498
2024
Q4
$299K Buy
+23,547
New +$299K 0.01% 440