Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,617
Closed -$277K 775
2025
Q1
$277K Buy
2,617
+797
+44% +$84.3K 0.02% 448
2024
Q4
$203K Buy
1,820
+223
+14% +$24.9K 0.02% 520
2024
Q3
$204K Buy
+1,597
New +$204K 0.02% 439