Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$579K Buy
3,216
+1,596
+99% +$287K 0.01% 819
2025
Q1
$292K Sell
1,620
-2,663
-62% -$480K ﹤0.01% 1107
2024
Q4
$854K Buy
4,283
+2,205
+106% +$440K 0.01% 641
2024
Q3
$318K Buy
2,078
+626
+43% +$95.9K ﹤0.01% 1171
2024
Q2
$205K Buy
+1,452
New +$205K ﹤0.01% 1329