Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$175K Buy
16,667
+2,703
+19% +$28.4K ﹤0.01% 1190
2025
Q1
$173K Buy
+13,964
New +$173K ﹤0.01% 1115
2024
Q1
Sell
-11,152
Closed -$215K 1118
2023
Q4
$215K Buy
+11,152
New +$215K 0.01% 976