Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
2,100
+800
+62% +$122K ﹤0.01% 316
2025
Q1
$191K Sell
1,300
-929
-42% -$136K ﹤0.01% 341
2024
Q4
$288K Buy
2,229
+535
+32% +$69.1K ﹤0.01% 334
2024
Q3
$232K Buy
+1,694
New +$232K ﹤0.01% 339