Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
588
-13
-2% -$6.2K 0.01% 154
2025
Q1
$221K Sell
601
-10
-2% -$3.67K 0.01% 161
2024
Q4
$247K Buy
611
+204
+50% +$82.4K 0.01% 148
2024
Q3
$205K Buy
+407
New +$205K 0.01% 132