Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$403K Buy
+2,492
New +$403K ﹤0.01% 1073
2025
Q1
Sell
-2,264
Closed -$279K 1367
2024
Q4
$279K Buy
2,264
+431
+24% +$53.2K ﹤0.01% 1128
2024
Q3
$262K Sell
1,833
-1,995
-52% -$285K ﹤0.01% 1085
2024
Q2
$626K Buy
3,828
+1,541
+67% +$252K ﹤0.01% 770
2024
Q1
$286K Buy
+2,287
New +$286K ﹤0.01% 1018