Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
2,384
-909
-28% -$91.7K ﹤0.01% 1367
2025
Q1
$252K Buy
3,293
+147
+5% +$11.2K ﹤0.01% 1324
2024
Q4
$217K Buy
3,146
+166
+6% +$11.4K ﹤0.01% 1503
2024
Q3
$218K Buy
+2,980
New +$218K ﹤0.01% 1497