Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,242
Closed -$156K 1268
2025
Q1
$156K Sell
2,242
-208
-8% -$14.5K ﹤0.01% 656
2024
Q4
$178K Sell
2,450
-39
-2% -$2.83K ﹤0.01% 605
2024
Q3
$209K Buy
2,489
+683
+38% +$57.3K ﹤0.01% 558
2024
Q2
$142K Buy
1,806
+126
+8% +$9.94K ﹤0.01% 702
2024
Q1
$113K Buy
+1,680
New +$113K ﹤0.01% 673