Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
4,074
-92
-2% -$6.6K ﹤0.01% 1194
2025
Q1
$247K Sell
4,166
-1,600
-28% -$94.7K ﹤0.01% 1209
2024
Q4
$534K Sell
5,766
-788
-12% -$73K 0.01% 870
2024
Q3
$687K Sell
6,554
-11,655
-64% -$1.22M 0.01% 749
2024
Q2
$1.46M Buy
+18,209
New +$1.46M 0.02% 394