Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$349K Buy
5,648
+1,982
+54% +$122K 0.01% 833
2024
Q4
$264K Sell
3,666
-366
-9% -$26.4K 0.01% 849
2024
Q3
$328K Sell
4,032
-1,781
-31% -$145K 0.01% 697
2024
Q2
$432K Buy
+5,813
New +$432K 0.02% 579
2017
Q3
Sell
-4,725
Closed -$214K 463
2017
Q2
$214K Buy
+4,725
New +$214K 0.05% 367