Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,183
Closed -$245K 911
2025
Q1
$245K Sell
5,183
-394
-7% -$18.6K ﹤0.01% 1950
2024
Q4
$295K Sell
5,577
-689
-11% -$36.4K ﹤0.01% 1952
2024
Q3
$348K Sell
6,266
-39,424
-86% -$2.19M ﹤0.01% 1919
2024
Q2
$2.69M Buy
+45,690
New +$2.69M 0.01% 909