Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Sell
906
-5,033
-85% -$2.36M ﹤0.01% 396
2025
Q1
$2.77M Buy
+5,939
New +$2.77M 0.03% 241
2023
Q1
Sell
-1,654
Closed -$540K 372
2022
Q4
$540K Sell
1,654
-67
-4% -$21.9K 0.01% 278
2022
Q3
$464K Buy
+1,721
New +$464K 0.01% 304