Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
312
-92
-23% -$73.7K 0.02% 355
2025
Q1
$268K Buy
404
+51
+14% +$33.8K 0.03% 325
2024
Q4
$245K Buy
+353
New +$245K 0.02% 347
2024
Q3
Sell
-219
Closed -$224K 393
2024
Q2
$224K Buy
+219
New +$224K 0.02% 341