Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
705
+180
+34% +$69.6K 0.02% 297
2025
Q1
$201K Buy
525
+74
+16% +$28.4K 0.02% 321
2024
Q4
$201K Sell
451
-35
-7% -$15.6K 0.02% 319
2024
Q3
$252K Buy
+486
New +$252K 0.02% 287
2024
Q1
Sell
-377
Closed -$225K 311
2023
Q4
$225K Buy
+377
New +$225K 0.03% 289