Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,311
Closed -$369K 523
2025
Q1
$369K Buy
10,311
+2,523
+32% +$90.4K 0.01% 220
2024
Q4
$384K Sell
7,788
-2,704
-26% -$133K 0.01% 215
2024
Q3
$501K Buy
10,492
+2,980
+40% +$142K 0.01% 175
2024
Q2
$327K Buy
+7,512
New +$327K 0.01% 189