Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
3,752
-239
-6% -$16.4K ﹤0.01% 1269
2025
Q1
$263K Buy
3,991
+711
+22% +$46.9K ﹤0.01% 1168
2024
Q4
$247K Buy
+3,280
New +$247K ﹤0.01% 1292