Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,891
Closed -$128K 1604
2025
Q1
$128K Sell
10,891
-19,665
-64% -$231K ﹤0.01% 1183
2024
Q4
$385K Buy
30,556
+14,509
+90% +$183K 0.01% 716
2024
Q3
$172K Buy
+16,047
New +$172K ﹤0.01% 1343
2024
Q1
Sell
-18,597
Closed -$190K 1656
2023
Q4
$190K Buy
+18,597
New +$190K ﹤0.01% 992