Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
+291
New +$261K 0.17% 94
2024
Q4
Sell
-369
Closed -$286K 121
2024
Q3
$286K Sell
369
-67
-15% -$51.9K 0.19% 95
2024
Q2
$360K Buy
436
+122
+39% +$101K 0.26% 87
2024
Q1
$219K Buy
+314
New +$219K 0.16% 126