Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$723K Sell
3,729
-5,522
-60% -$1.07M ﹤0.01% 978
2025
Q1
$1.09M Buy
+9,251
New +$1.09M 0.01% 732
2024
Q4
Sell
-6,474
Closed -$767K 1443
2024
Q3
$767K Buy
6,474
+2,733
+73% +$324K 0.01% 619
2024
Q2
$322K Buy
+3,741
New +$322K ﹤0.01% 784