Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
7,825
-3,603
-32% -$131K ﹤0.01% 793
2025
Q1
$378K Buy
+11,428
New +$378K ﹤0.01% 923
2024
Q1
Sell
-10,907
Closed -$268K 1546
2023
Q4
$268K Buy
+10,907
New +$268K ﹤0.01% 1009