Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,181
Closed -$281K 1453
2025
Q1
$281K Buy
+3,181
New +$281K 0.01% 981
2024
Q4
Hold
0
1762
2024
Q3
Hold
0
1989
2024
Q2
Hold
0
1848
2024
Q1
Sell
-1,836
Closed -$259K 1781
2023
Q4
$259K Sell
1,836
-1,253
-41% -$177K ﹤0.01% 1205
2023
Q3
$415K Buy
3,089
+1,591
+106% +$214K ﹤0.01% 863
2023
Q2
$215K Buy
+1,498
New +$215K 0.01% 1013