Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
1,486
-308
-17% -$55.7K ﹤0.01% 1249
2025
Q1
$311K Sell
1,794
-3
-0.2% -$520 ﹤0.01% 1072
2024
Q4
$352K Sell
1,797
-820
-31% -$161K 0.01% 1092
2024
Q3
$527K Buy
2,617
+722
+38% +$145K 0.01% 874
2024
Q2
$310K Buy
+1,895
New +$310K 0.01% 1084