Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Buy
1,829
+30
+2% +$5.81K 0.02% 312
2025
Q1
$211K Buy
1,799
+70
+4% +$8.22K 0.02% 367
2024
Q4
$238K Sell
1,729
-71
-4% -$9.79K 0.02% 370
2024
Q3
$213K Buy
+1,800
New +$213K 0.02% 366
2024
Q2
Sell
-3,829
Closed -$267K 470
2024
Q1
$267K Buy
+3,829
New +$267K 0.02% 329