Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89K Buy
+10,495
New +$89K ﹤0.01% 1470
2024
Q4
Sell
-19,328
Closed -$400K 1683
2024
Q3
$400K Sell
19,328
-12
-0.1% -$249 0.01% 1028
2024
Q2
$424K Buy
+19,340
New +$424K 0.01% 892