Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$984K Sell
1,098
-62
-5% -$55.6K 0.02% 525
2025
Q1
$789K Buy
1,160
+340
+41% +$231K 0.02% 563
2024
Q4
$517K Buy
820
+420
+105% +$265K 0.01% 655
2024
Q3
$310K Buy
+400
New +$310K 0.01% 727