Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
11,620
-3,320
-22% -$63.9K 0.02% 1057
2025
Q1
$220K Buy
+14,940
New +$220K 0.02% 937
2024
Q3
Sell
-3
Closed -$99 1901
2024
Q2
$99 Sell
3
-4,838
-100% -$160K ﹤0.01% 1477
2024
Q1
$161K Sell
4,841
-13,230
-73% -$441K 0.03% 710
2023
Q4
$640K Buy
+18,071
New +$640K 0.14% 270