Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
11,111
+1,265
+13% +$36.5K 0.02% 518
2025
Q1
$267K Buy
+9,846
New +$267K 0.02% 459
2024
Q4
Sell
-8,271
Closed -$262K 582
2024
Q3
$262K Buy
+8,271
New +$262K 0.02% 391