Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
3,663
-413
-10% -$28.9K ﹤0.01% 365
2025
Q1
$279K Hold
4,076
﹤0.01% 356
2024
Q4
$302K Sell
4,076
-4,640
-53% -$344K ﹤0.01% 353
2024
Q3
$557K Buy
+8,716
New +$557K 0.01% 330