Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
13,214
-3,056
-19% -$65.9K ﹤0.01% 771
2025
Q1
$220K Buy
16,270
+3,126
+24% +$42.3K ﹤0.01% 1018
2024
Q4
$209K Buy
+13,144
New +$209K ﹤0.01% 1104