Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
1,631
+61
+4% +$11.7K ﹤0.01% 1128
2025
Q1
$254K Buy
1,570
+76
+5% +$12.3K ﹤0.01% 1156
2024
Q4
$258K Buy
1,494
+119
+9% +$20.5K ﹤0.01% 1178
2024
Q3
$223K Buy
+1,375
New +$223K ﹤0.01% 1199
2024
Q2
Sell
-1,272
Closed -$215K 1352
2024
Q1
$215K Buy
+1,272
New +$215K ﹤0.01% 1168