Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
3,296
-1,796
-35% -$155K ﹤0.01% 1217
2025
Q1
$265K Sell
5,092
-450
-8% -$23.4K ﹤0.01% 1167
2024
Q4
$304K Sell
5,542
-2,952
-35% -$162K ﹤0.01% 1178
2024
Q3
$560K Buy
8,494
+2,178
+34% +$144K 0.01% 842
2024
Q2
$343K Buy
+6,316
New +$343K 0.01% 1016