Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,379
Closed -$227K 3584
2025
Q1
$227K Sell
4,379
-734
-14% -$38.1K ﹤0.01% 2888
2024
Q4
$290K Sell
5,113
-99
-2% -$5.62K ﹤0.01% 2653
2024
Q3
$236K Buy
+5,212
New +$236K ﹤0.01% 2788