Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,094
Closed -$114K 1208
2025
Q1
$114K Sell
11,094
-528
-5% -$5.44K ﹤0.01% 1154
2024
Q4
$148K Sell
11,622
-1,729
-13% -$22K ﹤0.01% 1154
2024
Q3
$171K Buy
13,351
+385
+3% +$4.93K ﹤0.01% 1185
2024
Q2
$164K Buy
12,966
+2,702
+26% +$34.3K ﹤0.01% 1161
2024
Q1
$233K Buy
10,264
+467
+5% +$10.6K ﹤0.01% 1105
2023
Q4
$243K Buy
+9,797
New +$243K ﹤0.01% 1080