Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
32,154
+11,990
+59% +$107K ﹤0.01% 1209
2025
Q1
$176K Sell
20,164
-7,190
-26% -$62.6K ﹤0.01% 1328
2024
Q4
$339K Sell
27,354
-7,829
-22% -$97.1K ﹤0.01% 1117
2024
Q3
$404K Buy
35,183
+6,228
+22% +$71.6K 0.01% 1019
2024
Q2
$307K Buy
+28,955
New +$307K 0.01% 1088