Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
3,151
+561
+22% +$55.6K ﹤0.01% 1284
2025
Q1
$212K Buy
2,590
+301
+13% +$24.6K ﹤0.01% 1425
2024
Q4
$238K Sell
2,289
-129
-5% -$13.4K ﹤0.01% 1257
2024
Q3
$214K Buy
+2,418
New +$214K 0.01% 1288