Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,276
Closed -$347K 957
2025
Q1
$347K Buy
17,276
+7,548
+78% +$152K 0.01% 690
2024
Q4
$205K Sell
9,728
-4,354
-31% -$91.8K 0.01% 844
2024
Q3
$342K Buy
14,082
+4,354
+45% +$106K 0.01% 699
2024
Q2
$213K Buy
+9,728
New +$213K 0.01% 774