Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Sell
465
-162
-26% -$56.8K ﹤0.01% 312
2025
Q1
$108K Sell
627
-403
-39% -$69.4K ﹤0.01% 344
2024
Q4
$263K Buy
+1,030
New +$263K 0.01% 310
2024
Q3
Sell
-100
Closed -$22.2K 399
2024
Q2
$22.2K Hold
100
﹤0.01% 422
2024
Q1
$26.5K Buy
+100
New +$26.5K ﹤0.01% 422