Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
50
+12
+32% +$88.6K 0.01% 843
2025
Q1
$275K Buy
38
+7
+23% +$50.7K 0.01% 334
2024
Q4
$254K Buy
31
+3
+11% +$24.5K 0.01% 325
2024
Q3
$275K Buy
28
+1
+4% +$9.81K 0.01% 574
2024
Q2
$205K Buy
+27
New +$205K 0.01% 592