Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,190
Closed -$105K 1292
2025
Q1
$105K Sell
20,190
-4,463
-18% -$23.3K ﹤0.01% 1205
2024
Q4
$134K Sell
24,653
-5,229
-17% -$28.4K ﹤0.01% 1115
2024
Q3
$286K Buy
+29,882
New +$286K 0.01% 1115