Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,864
Closed -$109K 1612
2025
Q1
$109K Sell
21,864
-325
-1% -$1.62K ﹤0.01% 2392
2024
Q4
$143K Sell
22,189
-1,674
-7% -$10.8K ﹤0.01% 2360
2024
Q3
$85.2K Sell
23,863
-147
-0.6% -$525 ﹤0.01% 2696
2024
Q2
$132K Buy
+24,010
New +$132K ﹤0.01% 2441