Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,193
Closed -$102K 1286
2025
Q1
$102K Sell
4,193
-62
-1% -$1.51K ﹤0.01% 2426
2024
Q4
$91.4K Sell
4,255
-443
-9% -$9.52K ﹤0.01% 2592
2024
Q3
$93.9K Sell
4,698
-128
-3% -$2.56K ﹤0.01% 2649
2024
Q2
$78.1K Buy
+4,826
New +$78.1K ﹤0.01% 2730