Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,775
Closed -$131K 2877
2025
Q1
$131K Sell
1,775
-58
-3% -$4.28K ﹤0.01% 2296
2024
Q4
$150K Sell
1,833
-130
-7% -$10.6K ﹤0.01% 2338
2024
Q3
$137K Buy
1,963
+48
+3% +$3.35K ﹤0.01% 2441
2024
Q2
$113K Buy
+1,915
New +$113K ﹤0.01% 2521