Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
1,723
-329
-16% -$56.7K ﹤0.01% 498
2025
Q1
$453K Buy
2,052
+218
+12% +$48.1K 0.01% 400
2024
Q4
$377K Sell
1,834
-224
-11% -$46K ﹤0.01% 415
2024
Q3
$370K Sell
2,058
-616
-23% -$111K ﹤0.01% 422
2024
Q2
$427K Buy
2,674
+973
+57% +$156K 0.01% 450
2024
Q1
$226K Sell
1,701
-47
-3% -$6.24K ﹤0.01% 498
2023
Q4
$232K Buy
+1,748
New +$232K ﹤0.01% 513