Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,334
Closed -$220K 1888
2025
Q1
$220K Sell
15,334
-1,979
-11% -$28.4K ﹤0.01% 2025
2024
Q4
$394K Sell
17,313
-2,689
-13% -$61.1K ﹤0.01% 1806
2024
Q3
$595K Sell
20,002
-518
-3% -$15.4K ﹤0.01% 1636
2024
Q2
$806K Buy
+20,520
New +$806K ﹤0.01% 1447