Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Buy
12,577
+5,849
+87% +$196K ﹤0.01% 3232
2025
Q1
$204K Buy
+6,728
New +$204K ﹤0.01% 3494
2023
Q4
Sell
-65,438
Closed -$2.26M 3854
2023
Q3
$2.26M Buy
+65,438
New +$2.26M ﹤0.01% 2550